Securities and advisory services are offered through GWN Securities, Inc. a Registered Investment Advisor.  Member FINRA/SIPC.  11440 N Jog Road, Palm Beach Gardens, FL  33418.  (561) 472-2700.  Julie A Heath CPA a PC and GWN Securities, Inc. are non-affiliated companies

I may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of a investment plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

3485 Taylor Road
Loomis, CA 95650
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.