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Grogan Advisory
Services, Your Financial Advisors
Financial Planning Instructions
- Review
“What is Financial Planning”. Financial
Planning is a comprehensive method of analyzing your financial situation
to determine the most suitable method of accomplishing future goals.
- Select
the financial plan which best suits your needs.
- Determine
your method of payment and complete the Short Term Agreement Form.
- Start
inputting your financial data. You will see more instructions to
assist you in completing the forms.
- SAVE all
of your data before exiting each profile.
- When you
have completed inputting your financial data, submit the information
to Grogan Advisory Services, with the button at the bottom of the profile
page.
- You will
be contacted by Grogan Advisory Services to review the data, clearly
define your goals, and set a date and time to review your plan.
- If you
have any questions about this process, please contact Larry Grogan at
518.899.6090 or larry.grogan@efs529.com
Securities offered through Medallion Investment
Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group
Non qualified withdrawals are subject to federal and
state income tax and a 10% penalty.
The federal tax treatment of 529 Plans under the Economic
and Tax Reconciliation Act of 2001 will expire after December 31, 2010
unless Congress extends the law.
Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090
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