Phil Wheat, CFP^{^®} and Lori Givens, CFP^{^®}

Financial Planning and Investment Management

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities offered through United Planners Financial Services Member FINRA/SIPC. Advisory Services are offered through Wheat-Givens Financial, LLC. Wheat-Givens Financial, LLC and United Planners are not affiliated.

Registered to Sell Securities in: AR, AZ, CA, CO, FL, GA, IL, KS, KY, MI, MO, MT, NE, NM, NY, OH, OK, SC, TN, TX, WA, WV.

Phil Wheat, CFP® and Lori Givens, CFP®

Financial Planning and Investment Management

Phil Wheat, CFP^{^®} and Lori Givens, CFP^{^®}