Alternatives to LEAP®

The Furstner Group, Inc.

3003 Oak Road, Suite 250
Walnut Creek, CA 94597

Eric Furstner, Wesley Yamada and James Diehl are registered representatives of and offers securities and investment advisory services through MML Investors Services LLC,. Member SIPC (The Furstner Group, Inc. 3003 Oak Road Ste 250 Walnut Creek, CA 94597, phone: 925-979-2305).  The Furstner Group, Inc. is not affiliated with MML Investors Services or its affiliated companies.

Eric Furstner offers Fee-based financial planning through The Furstner Group, Inc., a Registered Investment Adviser.

Wesley Yamada and James Diehl are not affiliated with the Registered Investment Adviser.

 

CRN#202006-232972

We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the efficient use of their cash flows as part of our insurance planning practice. The LEAP process can help and identify existing resources to fund the products that can help them meet those objectives.

It is important to note that the LEAP process in not intended to and will not provide clients With a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.