Understanding Social Security and Medicare: America’s Retirement Safety Net

Social Security and Medicare rules can be complex. To help maximize benefits,

Bank Five Nine (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit LPL Relationship Disclosure for more information.

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. Bank Five Nine and Summit Street Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Street Wealth Management, and may also be employees of Bank Five Nine. These products and services are being offered through LPL or its affiliates,which are separate entities from, and not affiliates of, Bank Five Nine or Summit Street Wealth Management. 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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Site Map
Form CRS

Designed & Developed by Altastreet.

Case Studies

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque Lorem ipsum dolor sit amet, consectetur adipiscing elit commodo consequatLorem ipsum dolor sit amet, consectetur adipiscing elit commodo consequat