The RISK Process YURMAN 2020 rev2

September 14, 2020 by madmin

Contact Info:

James D. Yurman
8500 Station Street – Suite 300G
Mentor, OH 44060
Direct Line:
(440) 526 - 0824
Office Phone:
(440) 358 - 0605
Email:
jdy@physiciansfinancialadvisors.com

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I am interested in:
Employment Contract ReviewReview of Medical Practice Ownership ArrangementsDisability Income AnalysisLife Insurance ReviewCollege FundingLife Insurance SettlementRetirement PlanningEstate Planning

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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 & Grand River Capital are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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