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General Info
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Services/Products
Retirement Planning, Insurance Planning, Long Term Care, Inheritance Planning, Life Insurance, Investment Planning, Fee-Based Financial Planning, IRA Rollovers, Disability Insurance, Financial Consultants, Business Planning, Estate Planning, Family Financial Planning, Stock Investments, Asset Management, Financial Planning, Mutual Funds, Stocks, Bonds, Money Market Accounts, (BRI), Annuities, Government Bonds, Index Funds, Load Funds, Investments, SEP Individual Retirement Accounts, Individual Retirement Accounts, Certificates of Deposit, Money Market Funds.
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Location
Y
Accreditation

Accredited Wealth Management Advisor (AWMA)

Certified Kingdom Advisor (CKA)

Chartered Advisor In Philanthropy (CAP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Accredited Asset Management Specialist (AAMS)

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Details

Phone: (276) 236-7188

Address: 411 N Main St, Galax, VA 24333

Website: https://wealthplanfinancial.com/our-team/lynn-funk