*Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Harvest Financial Group and CreativeOne Securities, LLC, are not affiliated.
**Madeline Key is a Certified Financial Planner. The Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️, and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
21250 - 2021/8/11 |
Form CRS |
ADV 2A