2535 Townsgate Road. Suite 203 Westlake Village, CA 91361

818.704.0001
Schedule a Meeting
Financial Transition Partners  Home
  • Home
  • About Us 
    • Our Focus
    • Our Firm
    • Certified Financial Fiduciary®
    • Certified Divorce Financial Analysts®
  • How We Help 
    • Our Services
  • Resource Center 
    • Retirement
    • Investment
    • Insurance
    • Estate
    • Tax
    • Tax Resources
    • Money
    • Lifestyle
  • Client Login
  • Contact

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Have A Question About This Topic?

Thank you! Oops!

Related Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Contact

Office: 818.704.0001 x225

Fax: 818.480.4305

2535 Townsgate Road

Suite 203

Westlake Village, CA 91361

Series 7, 24. 31, 63

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

SagePoint Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Michele Leach is a Registered Representative with, and Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. California Insurance License # 0814987.

Registered Representative may only discuss/and or transact securities business with residents of the following states:  AZ, CA, CO, FL, HI, ID, KS, NV, NY, OR, SC, TX, WA.