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Conaghan Financial Services provides a wide array of financial services. They are

1. Individual Financial Planning. A financial plan may consist of
   1. assessment of client’s current financial status regarding assets, debts, liabilities, insurance, disability coverage in determining appropriate risk measures and risk aversion.
   2. creation of investment portfolios, recommendation of securities, asset allocation, percentage allocation, and goals based planning as determined by client assessment.
   3. personal financial development assessment to

2. 529 College Savings Plans. Provide advice and selection for
   1. review of 529 plan details and state options for investors, advice and selection of 529 mutual funds (as municipal securities), address tax issues, and goal attainment for plan beneficiaries to meet college expenses.
   2. review inheritance and tax issues regarding 529 Plans.
3. Coverdell Educational Retirement Savings Account
   1. review of Educational Savings Account (ESA) IRA plan details, taxes, and goal attainment for plan beneficiaries to meet college expenses.
   2. open and creation of ESA investment portfolios, recommendation of securities, asset allocation, percentage allocation, and goals based planning to fund projected future college costs.
   3. may involve effecting securities transactions in ESA accounts on behalf of client(s).
4. Post-Retirement Planning
   1. capital preservation strategies, fixed income strategies, recommendation of securities, tax strategies, withdrawal down strategies, and beneficiary-inheritance planning.
   2. may involve effecting securities transactions in retirement accounts.
5. Retirement Planning (traditional IRAs, Roth IRAs, 401(k), 403(b), 457(b), Keoghs, Taxable non-IRA accounts)
   1. creation of portfolios, recommendation of securities, asset allocation, and asset percentage to meet retirement needs of clients.
   2. may involve effecting securities transactions.
6. 401(k) and IRA Rollover(s)
   1. rollover 401(k)s into tax-deferred accounts, conversions to Roth IRA, if advantageous to client depending on tax ramifications or expected tax-bracket.

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   2. combine assets into single account. May recommend securities.
   3. provide various IRA and 401(k) Rollover strategies.
   4. provide advice per 401(k) and IRA allocation strategies.
7. Portfolio Asset Management
   1. Recommend securities, effect securities transactions and active account management – perform more active and aggressive investment strategies, tax strategies, capture of and investing realized gains.
   2. Portfolio Asset Management services may be provided on a discretionary or non-discretionary basis.
   3. No account minimum is required.
8. Wealth Management
   1. provide strategies for asset protection, asset growth, fixed income streams, asset transfers.
   2. Provide various strategies to protect assets in case of client bankruptcy.
9. Investment Tax Planning-Mitigation (part of financial planning)
   1. Incorporate all existing tax strategies into investment accounts and financial planning.
10. Small Business Retirement Plans (SEP-IRAs, SIMPLE IRAs, self-directed 401(k)s)
    1. review types of plans available as to advantages and disadvantages of each; find best solution for employer.
    2. creation of plan documents, open accounts, provide employee/employer investment advice, and may recommend securities.
    3. may involve effecting securities transactions.
11. Financial Consulting – per hourly fee (point-of-service fees)
    1. provide investment services to financial firm’s customers as hired on-site consultant.
    2. provide third-party investment advice to financial firm’s customers, such as credit unions, banks, and other financial firms or government sponsored programs.
    3. provide decision steering and financial guidance for private individuals regarding 401(k) allocations, and, e.g., provide impartial, unbiased third party review of reverse mortgages or annuities regarding positive vs. negative aspects, and whether appropriate for individual(s) or not.