Welcome to
Appelman Financial
  So Why Choose Appelman Financial?
                                  
Does your current Advisor provide comprehensive Financial Planning?                      Y   N   ?    

Do they have over 25 years of financial experience?                                                   Y   N   ?

Are they Certified Financial Planners™ and Chartered Financial Consultants™?       Y   N   ?

Are they Investment Advisor Representatives who offers fee only services                 Y   N   ?
(in our case through Trustmont Financial Group, Inc.), and as such,
are they bound to put YOUR interests first?

Do they specialize in Retirement Distributions and Rollovers?                                    Y   N   ?

Is their Broker/Dealer without proprietary products so that they are able to                Y   N   ?
provide all the best available products from any investment company?
                 
Do they offer estate planning?                                                                                    Y   N   ?

Are they fully licensed in health insurance, home mortgages, life insurance,              Y   N   ?
securities, and variable annuities?                                                                

Is there full insurance protection on their accounts through the SIPC?                       Y   N   ?
                                                  
Is he or she licensed to give tax advice as a Licensed Tax Preparer?                         Y   N   ?

Does he or she manage over $50 million in investments?                                           Y   N   ?

Do you have a Financial Advisor?                                                                               Y   N   ?









                         



                                   


                                   250 Schoolhouse Road, Bloomsburg, PA  17815      
                              (570) 784-1716 or (800) 598-4998  Fax: (570) 784-8768
                           Securities Offered Through Trustmont Financial Group, Inc. & Trustmont Advisory Group, Inc.
                                             200 Brush Run Road, Suite A, Greensburg PA  15601  (724) 468-5665
                                                                                         Member FINRA/SIPC