Security, safety, and a future without financial worry.
We all want stability for ourselves and our loved ones. Yet, for many, financial stress feels overwhelming.
Meet Jeffrey Bingham
A Representative Committed to Building Your Financial Success
Jeffrey Bingham, CFP®, CLU®, CASL®
Holistic Financial Advisor
With Jeffrey Bingham working under the DBA name of Holistic Financial Services, you have a dedicated representative who delivers valuable services in a coordinated and holistic way. Jeffrey looks beyond your basic financial needs and seek to optimize your assets, protection, and cash flow while minimizing your debt, now and in the future. His objective is to assist in putting you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.
Jeffrey knows that financial success is the result of discipline, hard work, and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.
Holistic Financial Services provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. Jeffrey will work with you to identify the right strategies to achieve and protect your goals and your dreams.
Welcome to Holistic Financial Services
Integrated Planning for Stronger Financial Outcomes
Every financial choice you make, like saving for retirement, buying a home, investing, or planning for college, affects your overall wealth and protection. Holistic Financial Services uses The Living Balance Sheet® to help you see how all these pieces fit together, making it easier to understand your financial picture and how one decision can impact the rest.
Let us help you get the most out of what you’ve worked so hard to earn.
Let’s get to know each other, in person or virtually.
Jeffrey Bingham, CFP®, CLU®, CASL®
FINRA series 6, 7, 63, 65
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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.
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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. PAS is a wholly owned subsidiary of Guardian. Holistic Financial Services is not an affiliate or subsidiary of PAS or Guardian. All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.
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