I am referring you to the advisors at Triune Financial Partners. Triune serves veterinarians nationwide to meet their financial planning and employer retirement plan needs.
It is a Securities and Exchange Commission (SEC) requirement to disclose the following information to you, should you proceed to do business with Triune Financial Partners, LLC (Triune).
I am registered with Triune as an investment adviser representative and serve in a referral-only capacity. Under our agreement, I will receive 20% of the financial planning, investment advisory, and retirement plan consulting fees charged on your accounts for referring you to Triune (including a buy-out upon death, disability, or retirement). This does not impact the fee you pay Triune.
Please contact me or Jeff Jaworski, Triune's current Managing Partner, if you have any questions regarding this relationship.
I am delivering to you Triune’s Firm Brochure and Client Relationship Summary (CRS), which describes the services it provides, and the management of the company. Please read it carefully.