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.