National Association of Personal Financial Advisors
www.napfa.org
Certified Financial Planner Board of Standards, Inc.
www.cfp.net
Financial Planning Association
www.fpanet.org
Internal Revenue Service
www.irs.gov
Social Security Administration
www.ssa.gov
TD Ameritrade Institutional
www.tdameritrade.com
www.advisorclient.com
This website provides general information regarding comprehensive financial planning and is not intended to provide financial planning or investment advice. Please seek professional advice. The information contained in this website is not intended to create an Advisor-Client relationship. An Advisor-Client relationship with this firm is established only upon signing our agreement that specifies the scope of engagement.
Chacko-Hertz Financial Solutions LLC is a Licensed Investment Advisor in Arizona and Hawaii. Our ADV Disclosure Brochure (in lieu of the ADV Part 2) is available upon request.
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