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McCollum Christoferson Group, LLC

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

McCollum Christoferson Group, LLC (“McCollum Christoferson”) is an SEC registered investment adviser with a place of business in the State of New York. McCollum Christoferson and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which McCollum Christoferson maintains clients. McCollum Christoferson may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.

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