Welcome to
Appelman Financial
          So Why Choose Appelman Financial?
                 
Does your current Advisor provide comprehensive Financial Planning?                            Y   N   ?

Do they have over 30 years of financial experience?                                                             Y   N   ?

Are they Certified Financial Planners™ and Chartered Financial Consultants®?                  Y   N   ?

Are they Investment Advisor Representatives who offer predominantly                                 Y   N   ?
fee-only services (in our case through Trustmont Advisory Group, Inc.),
and as a fiduciary, are they bound to put YOUR interests first?

Do they specialize in Retirement Distributions and Rollovers?                                               Y   N   ?

Is their Broker/Dealer without proprietary products so that they are able to                           Y   N   ?
provide a wide range of products & services from an extensive field of
financial companies?                                                    

Do they offer estate planning?                                                                                               Y   N   ?

Are they fully licensed in health insurance, life insurance,                                                     Y   N   ?
securities, and variable annuities?                                                                                                            

Is there full insurance protection on their accounts through SIPC?                                        Y   N   ?

Is he or she an IRS Registered Tax Return Preparer?                                                           Y   N   ?

Does he or she manage $80+ million in investments?                                                           Y   N   ?

Do you have a Financial Advisor?                                                                                         Y   N   ?









        

                                                250 Schoolhouse Road, Bloomsburg, PA  17815      
                                        (570) 784-1716 or (800) 598-4998  Fax: (570) 784-8768

                                                Securities Offered through Trustmont Financial Group, Inc.  Member FINRA/SIPC
                                           Registered Investment Advisory Services Offered through Trustmont Advisory Group, Inc.
                                                    200 Brush Run Road, Suite A, Greensburg PA  15601  (724) 468-5665

                  * Appelman Financial is not affiliated with either Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc.