📬 FFA September Newsletter: Planning Beyond Your Investment Portfolio

*Wire Fraud is Real*.  Before wiring any money, call the intended recipient at a number you know is valid to confirm the instructions.  

Important: Securities offered through Trinity Wealth Securities, LLC (“TWS”), Member FINRA/SIPC. Advisory services offered through Florida Financial Advisors, LLC (“FFA”), an SEC-registered investment adviser. Insurance products and services are offered through Florida Financial Insurance, dba Florida Financial Insurance Agency Services (“FFI”). These entities are affiliated (collectively, “Company”). Registration does not imply a certain level of skill or training. FFA's Form CRS and Form ADV Part 2A, TWS's Form CRS, and the Company's Privacy Notice contain important information regarding services, fees, conflicts of interest, affiliations, privacy practices, and other required disclosures and are available on our website or upon request. Investment products are not FDIC insured, are not bank guaranteed, and may lose value, including loss of principal. Any securities orders, trade instructions, account changes, money movement requests, wire instructions, or other account-related instructions sent by email may not be acted upon and may require additional verification before processing. To help prevent fraud, independently verify payment, transfer or wire instructions before acting. This communication does not supersede official account statements, trade confirmations, or other records. Third-party information is based on sources believed to be reliable but is not guaranteed and may not be complete. Any opinions are subject to change without notice, may not reflect the views of the Company, and should not be construed as legal or tax advice.  Electronic communications may be monitored, reviewed, retained, and disclosed to regulatory, governmental, or legal authorities as required or permitted by law or Company policies. This communication is intended only for the designated recipient; if received in error, please notify the sender and delete it.