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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

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Financial Advocates CRS Form

Securities offered through LPL Financial, Member FINRA & SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, DBA Fors Financial Consulting, PS, a registered investment advisor. Financial Advocates Investment Management, Fors Financial Consulting, PS, and LPL Financial are separate entities. Financial Advocates Investment Management and Fors Financial Consulting, P.S. are not registered as broker-dealers.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alaska, Arizona, California, Florida, Montana, New Mexico, Texas, Washington, Oregon, Ohio.

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