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April 15, 2026 in Articles

Why Financial Planning That Serves Women Matters

Megan Temte 0 Like Post Comments Off on Why Financial Planning That Serves Women Matters

Why Financial Planning That Serves Women MattersFinancial planning has traditionally been a male-dominated industry. While the field has made progress, the way financial advice is delivered does not a ...

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Joe Burgess, Kristin Brandli Printon, and Amanda Charles are registered representatives and investment advisor representatives of Cetera Wealth Services LLC.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. North Star Resource Group and Moxie Wealth Management offer their own suite of products and services entirely independent of Cetera.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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