We will be using the Mint Hill Monthly to communicate pertinent updates and information relating to your financial life. For the month of April, we have two quick items:
1) Keeping your information up to date and accurate. Each year our firm sends an email requesting your review and completion of the Mint Hill Client Update Form. This form gives you an opportunity to review the data we have on file for you, and confirm the information is current with the changes in your life. If you haven’t received this email already, please keep an eye out for it in the months ahead. This email will come from our COO Matt Lessman, and in most cases, should take 5-10 minutes.
2) Setting up login credentials if you hold accounts at TD Ameritrade. As we shared in March, TD Ameritrade and Charles Schwab plan to merge under the Schwab Alliance platform in early September 2023. For our clients holding TD Ameritrade accounts, we recommend setting up login credentials (if you haven’t already) through TD Ameritrade’s platform at AdvisorClient.com. This will make it easier to setup credentials on the Schwab Alliance platform once it becomes available, and also give you access to updates from Schwab throughout the transition. Our team will, of course, be keeping you updated throughout the process as well.
As always, please reach out with any questions or if we can be a resource to you!
Tyler Anderson, CFP®
Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd, Davenport, IA. 52807. 563‐326‐2064. Mint Hill Wealth Management LLC and Ausdal Financial Partners, Inc. are separately owned and operated. Ausdal Financial Partners, Inc is an investment adviser in Davenport, IA. Ausdal Financial Partners, Inc is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Ausdal Financial Partners, Inc only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ausdal Financial Partners current written disclosure brochure filed with the SEC which discusses among other things, Ausdal Financial Partners business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Nothing provided in this document constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Ausdal Financial Partners or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. Tax and estate planning should not be construed as legal or accounting advice. Please consult with your tax advisor and/ or attorney. All statements made herein speak only as of the date that they were made.