Retirement Checkup

This information is intended for use only by residents of Arizona, California, Hawaii, Oregon, Texas & Washington. Securities-related services may not be provided to individuals residing in any state not listed above.

Insurance-related services may not be provided to individuals residing in any states other than California and Washington.

Brad Long is a Registered Principal offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long offers Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Adviser. United Planners and Financial & Estate Advisors, Inc. are Independent companies.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.