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Charlie Cooke, CFP®, CPFA®

Dec 15, 2020

Retirement Plan Enhancement Opportunity

3

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265 Racine Drive, Suite 204
Wilmington, North Carolina 28403

Phone: 919.580.3177

info@dental401k.com

OWN OR MANAGE A DENTAL PRACTICE?

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA, SIPC. Advisory Services offered through appropriately registered Investment Adviser Representatives ("IARs") of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. We currently have advisors registered in the following states: AZ, CA, CO, D.C., DE, FL, GA, IL, KS, MA, ME, MD, NH, NC, NJ, NY, RI, SC, OH, OK, TN, TX, VA, WA, WI, and WV. This is not an offer to sell or solicit securities in any other state or jurisdiction.

Investment management services for the Dental 401(k) Pooled Employer Plan are provided by Buckingham Retirement Solutions. Plan administration provided by Newport Group. These entities are separate and otherwise unaffiliated with Allegiance Financial Group Advisor Services LLC (AFGAS) and The Strategic Financial Alliance, Inc.

COMPLIANCE | FORM CRS

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