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David Schwandt, J.D., CFP®

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Investment advisor services offered through AdvisorNet Wealth Management (AWM). PlanViser and AWM are not affiliated.

701 - 4th Avenue South, Suite 1500, Minneapolis, MN 55415

All investment advisory services are provided in conjunction with AdvisorNet Wealth Management (“AWM”), an SEC registered investment adviser, www. https://advisornet.com/wealth-management-home/

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AWM is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWM does not serve as an attorney, accountant, or insurance agent. AWM does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, PlanViser Financial, in its separate licensed capacity, can be engaged to be provide insurance sales/services as described on AWM’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Check the background of this financial professional on SEC’s Investment Advisor Public Disclosure website. David Schwandt

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