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134 Industry Lane Suite 5 Forest Hill, MD 21050

(410) 692-9870
info@akersfinancial.com
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Speakers

Speakers

Brian Akers

Brian A. Akers, CFP®

President and Founder | Wealth Advisor

(410) 692-9870

Jeffery Akers

Jeffery L. Akers, CFP®

Vice President | Financial Planning Advisor

(410) 692-9870

Alexander Monk

Alexander J. Monk, CFP®

Financial Planning Advisor

(410) 692-9870

Bernie McVey

Bernie McVey, M.B.A.

Financial Planning Advisor

(410) 692-9870

J. Paul Franco, M.B.A.

J. Paul Franco, M.B.A.

Financial Planning Advisor

(410) 692-9870

David Good

David P. Good

Chief Operating Officer

(410) 692-9870

Janet Anderson, MSF, MST

Janet Anderson, MSF, MST

Data Coordinator / Tax Planning

Sam Payne

Sam Payne

Investment Advisor Representative | Asset Marketing Systems

Mark W. DiOrio, CFA

Mark W. DiOrio, CFA

Cheif Investment Officer | Brookstone Capital Management

Eric Kruk, CFP®

Eric Kruk, CFP®

Vice President | Franklin Templeton

Quinton Alston-Spratt

Quinton Alston-Spratt

Head of Advisor Practice Mgmt | Franklin Templeton

Kevin F. Bress

Kevin F. Bress

Attorney | Bress Raut Law

Ashley N. Raut

Ashley N. Raut

Attorney | Bress Raut Law, LLC

Katie Rash

Katie Rash

Senior Real Estate Specialist | Berkshire Hathaway

Andrea Pomilla

Andrea Pomilla

Harford County Office on Aging


Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.

Real Estate Investment Trusts area a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.

Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”

Arkadios Capital does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.