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The Ruby Financial Planning Team

Pat Vincent
Operations Manager

Cindy Allen
Office Manager

Kristen VanHook
Advisory Representative

Jane Smith
Founder Emeritus, Retired

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

Osaic FS and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS' Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS' broker-dealer services, and other client disclosure documents can be found here.

LFS-6804028-071724

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Copyright 2024 © Brian Hartman, CFP™

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