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AmeriServ Financial Services
David A. Finui MBA, LPL Financial Advisor

216 Franklin Street
Johnstown, PA 15901
(814) 533-5347

david.finui@lpl.com

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WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by The Income for Life Model calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Moreover, the computations do not reflect investment costs or taxes, if any.

The Income for Life Model, Hybrid Time-Segmentation and ROI Reliability of Income are registered trademarks of Wealth2k, Inc. Three Big Risks, Constrained Investor, What's My Income, What's Your Income? and Income Floor are trademarks of Wealth2k, Inc. Knowing Your Number is Not the Same as Knowing Your Income is a service mark of Wealth2k, Inc.

Investing involves risk and you may incur a profit or a loss. There is no guarantee this model will perform as planned. If the model underperforms, the income levels and assets could be significantly reduced.

Purchase of an annuity contract through a qualified plan does not provide any additional tax-deferral benefits beyond those already provided through the plan. If you are purchasing an annuity contract through a plan, you should consider purchasing it for its death benefit, annuity options, and other non-tax-related benefits.


Securities and advisory services are offered through LPL Financial (LPL) a registered investment advisor and broker-dealer, member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. AmeriServ Financial Bank and AmeriServ Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriServ Financial Services and may also be employees of AmeriServ Financial Bank. These products and services are being offered through LPL or its licensed affiliates, which are separate entities from, and not affiliates of AmeriServ Financial Bank or AmeriServ Financial Services. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: PA and WV. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

David A. Finui MBA, LPL Financial Advisor is not affiliated with Wealth2k.

 

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