Senior Financial Advisors, Inc.

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DISCLAIMER: Neither Mr. Nannen nor Senior Financial Advisors, Inc. (SFA) or Senior Financial Insurance Agency, Inc. (SFIA), is an attorney or accountant. Seek professional advice from your advisors in those areas. SFA and Mr. Nannen are registered in MA as an investment adviser and adviser representative respectively. SFA has a solicitor's agreement with USA Wealth Management, LLC, a nationally registered investment adviser (RIA), to invest client funds. USA utilizes Fidelity Investments as their custodian. SFA also utilizes Charles Schwab Institutional, member NYSE/SIPC, as a custodian for client assets, through a solicitor's agreement with Matson Money, Inc., a national RIA. In addition, SFA utilizes Trust Company of America, as custodian for client assets, through a solicitor's agreement with BTS Asset Management, Inc., a national RIA. Both Mr. Nannen and SFIA are independent insurance producers, licensed in MA and several other states. We strive to find what, in our opinion, are the most competitive and appropriate products, investment portfolios and services available. Past performance is NO GUARANTEE of future results. (Revised: 04-19-2010)
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