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IRA Advisor Group
The Wellington Financial Strategies Corp of St. Clair, a financial planning firm, is pleased to announce that Bryan Ulatowski has been accepted into Ed Slott’s Master Elite IRA Advisor Group™. Each Master Elite Advisor must complete a five-year, 35 module course. To continue membership in the Master Elite IRA Advisor Group, the advisor must attend continuing education courses annually.

The group’s founder, Ed Slott, CPA, is an authority known for managing IRA’s, and was cited by the Wall Street Journal as “The Best” source for IRA advice.

As a member of the distinguished Master Elite Advisor Group, Bryan Ulatowski is dedicated to helping his clients’ and their families preserve and potentially grow their retirement savings.


ABOUT ED SLOTT & COMPANY, LLC:

Ed Slott & Company is a leading provider of IRA training for financial professionals. Mr. Slott is a practicing CPA, a past chairman of the New York State Society of CPA’s Estate Planning Committee, and the editor of the IRA Planning section of The CPA Journal. He is the author of three books on the subject of IRA’s: The Retirement Savings Time Bomb… And How To Defuse It, Parlay Your IRA Into a Family Fortune, and Your Complete Retirement Planning Road Map. Mr. Slott’s website www.irahelp.com is visited by thousands of financial advisors and consumers each month.

Bryan Ulatowski has been a financial services professional since 1989. His objective is to assist clients in potentially achieving income and growth consistent with their safety and risk factors. He generally practices what is called a “financial planning style.” This means Bryan sits down with you and completes a very thorough “discovery” questionnaire. Based on the data provided, he recommends an investment strategy designed to help you achieve your goals.


 
 
 Securities offered through Vanderbilt Securities, LLC
Member FINRA/SIPC, Registered with MSRB

www.FINRA.org | www.SIPC.org | www.MSRB.org | www.vanderbiltsecurities.com

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.

© 2014 WELLINGTON FINANCIAL STRATEGIES CORP. OF ST. CLAIR. ALL RIGHTS RESERVED.
 


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