MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS Our Client Bill of Rights Sits at the Foundation of Who We Are SOLUTIONS GETTING STARTED VALUES You Should Always Know What To Expect When Working With Us That’s why we’ve made our Client Bill of Rights the foundation of how we serve you and your loved ones. Honest and Ethical Conduct Transparency Independent and Objective Advice Confidentiality Education Personalized and Attentive Service Innovation Our Fiduciary Pledge to You As fiduciaries, we’ve made a promise to always act in your best interest above our own. In doing so, we’re dedicated to being transparent with our offerings and honest about any conflicts of interest. As our fiduciary pledge to you, we promise to: Video Embed Here Understand that a fiduciary holds an ethical relationship of trust and must prudently care for all client assets Plainly state all fees and compensation received due to client engagement Be cognizant of all conflicts of interest and take measures to declare and resolve them while avoiding revenue sharing agreements whenever possible Deny perks paid for by mutual funds and insurance companies using shareholder money including marketing money for client events, complimentary due diligence trips, free golf outings, meals, sporting event tickets, etc. Manage your investments in a disciplined and defensible manner and educate our clients on what they own and why they own it Never bow to a corporate culture that dictates sales goals, commissions or obligations to a parent company To Us, Simply Helping Our Clients Is All We Need to Succeed We love to celebrate the successes of our clients and their families. It’s that sense of community and family that drives our passion every day. See For Yourself How We Can Make a Difference in Your Life HERE’S HOW WE CAN HELP Manistee Office 331 First Street PO Box 396 Manistee, MI 49660 Phone: (231) 723-8373 Fax: (231) 723-5588 Toll-Free: (800) 828-6655 Grand Rapids Office 1500 E Beltline SE Ste 205 Grand Rapids, MI 49506 Phone: (616)512-9229 Fax: (231) 723-5588 Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Callesen Wealth Management are not affiliated. The information given herein is taken from sources that I FP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Powered by Twenty Over Ten