The RISK Process YURMAN 2020 rev2

September 14, 2020 by madmin

Contact Info:

James D. Yurman & Associates, Inc.
CROWN CENTRE
5005 ROCKSIDE ROAD - SUITE 600
CLEVELAND, OHIO 44131
P: (800) 289 – 2456
P: (440) 526 - 0824
F: (440) 838 - 4646
E: jdy@physiciansfinancialadvisors.com

BY APPOINTMENT ONLY AT:
Independence, OH
Beachwood, OH
Westlake, OH
Columbus, OH
Indianapolis, IN and
Tampa, FL
Contact Us to schedule an appointment.

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I am interested in:
Employment Contract ReviewReview of Medical Practice Ownership ArrangementsDisability Income AnalysisLife Insurance ReviewLife Insurance SettlementRx Education Funding ProgramsRetirement PlanningEstate Planning

Important Consumer Information

James D. Yurman is a registered representative with Valmark Securities, Inc., Member FINRA & SIPC.

The information included herein should not be considered a solicitation or an offer to purchase any products or adopt an investment strategy.

Physician Services
Services for Employers
Long-Term Care
Life Settlement Service
Strategic Alliances

Disclosures

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as insurance professionals.
Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Akron, Ohio 44333-2431 1-800-765-5201
James D. Yurman & Associates, Inc. & Grand River Capital are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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