Orders & Instructions – Please note that MFA Financial Planning and Liberty Group Wealth Management, LLC (“LWM”), a division of Liberty Group, do not accept action-oriented or time-sensitive communications, instructions, securities trading orders, or transaction requests via this website, e-mail, or voicemail, as a timely response cannot be guaranteed. Please contact us at T: (415) 806-6425 or speak with your Investment Advisor Representative directly if assistance is required with these items.
MFA Financial Planning investment advisory services are offered through Liberty Wealth Management LLC, an SEC-registered investment adviser. Securities are offered through Fidelity Brokerage Services, Inc. (“Fidelity”), Member FINRA, SIPC. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances. Before investing, you should consult with a qualified professional- a competent financial, legal, or tax advisor, or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment. MFA Financial Planning Associates may discuss or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For additional information on MFA Financial Planning, LWM, or any of its affiliated persons who are registered or required to be registered as Adviser Representative of the firm, please visit www.adviserinfo.sec.gov or contact us directly at 586B Wisconsin St, San Francisco, CA 94107 T: (415) 806-6425, F: (415) 525-4230. Registration with the SEC or any reference to or use of the terms “registered investment advisor” or “registered” does not imply that MFA Financial Planning, LWM, or any associated person has achieved a certain level of skill or training.
MFA Financial Planning. 586-B Wisconsin Street, San Francisco, CA 94107