SpahnFinancial@OnePointBFG.com

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Lombard Office

377 East Butterfield Road

Suite 430

Lombard, IL 60148

Phone: (630) 458-7024

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: (630) 458-7024

377 East Butterfield Road

Suite 430

Lombard, IL 60148

SpahnFinancial@OnePointBFG.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners and Spahn Financial.

The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. OnePoint BFG Wealth Partners and Spahn Financial does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states.

Third party websites linked are not under the control of OnePoint BFG Wealth Partners or Spahn Financial, and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

Kevin M. Spahn CA License #OC42348

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The Forbes Best-In-State Financial Security Professional, the Forbes America’s Top Financial Security Professional, the Forbes Best-In-State Wealth Advisors, and Forbes Best-In-State Wealth Management Team rankings were developed by SHOOK Research. The Forbes Best-In-State Financial Security Professional was issued based off reported data as of December 31st in that calendar year. Forbes America’s Top Financial Security Professional was issued based off reported data as of December 31st in that calendar year. The Forbes Best-In-State Wealth Advisor ranking was issued based off reported data as of June 30th in that calendar year. The Forbes Best-In-State Wealth Management Team was issued based off reported data as of December 31st in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from OnePoint BFG Wealth Partners or Spahn Financial in exchange for these rankings.
Barron’s Top 1200 Financial Advisors was developed by Barron's. It was issued based off data as of September 30th in that calendar year. Barron's does not receive a fee from OnePoint BFG Wealth Partners or Spahn Financial in exchange for these rankings. Barron’s Top 1200 Financial Advisors ranking is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

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