Joseph MacMunn is a financial advisor of LifePro Asset Management, LLC. MacMunn Financial Management is a DBA of LifePro Asset Management, LLC - a Securities and Exchange Commission (SEC) Registered Investment Adviser.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. MacMunn Financial Management, Inc. is neither an affiliate nor a subsidiary of LPAM. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD #285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted. The form CRS can be found by using the following link: Form-CRS.pdf (lifeproassetmanagement.com)
Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).
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