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Lynn Bousquet
February 14, 2023
Is a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) may be right for your business?
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Is a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) may be right for your business?
Who we are Our website address is: http://www.dannypaynefp.com. Comments When visitors leave comments on the site we collect the data shown in the comments form,
Copyright 2023, Danny Payne, CFP. All rights reserved.
The financial consultants with Maupin Financial Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
LPL offers an integrated platform of proprietary, technology, brokerage, and investment advisor services to over 16,000 financial advisors and approximately 700 financial institutions.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, MD, MI, MN, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV and WY.
A Three-Step Process of Discovery and Initial Recommendations
A brief call to see if our expertise is a match for your objectives.
A one-hour in-person or virtual meeting to gather data, understand your objectives, and discuss possibilities. We will follow the meeting with specific written recommendations.
After building your custom plan, we leave it up to you to decide if you would like to partner with us and put your plan into motion.
Or fill out your details to set up a free 15 minute call.
