Stephen W. Close, CFP^®

President

Close Financial Services, Inc.

9890 S. Maryland Parkway, Suite 220
Las Vegas, NV 89183

FINANCIAL ADVISOR'S WEBSITE

www.closefinancial.com

(702) 440-6000 CONNECT WITH Stephen

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$20,000

General

Stephen Close is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Close Financial Services, Inc. in Las Vegas, NV and the surrounding communities.

Financial Advisor Overview

Close Financial Services Inc. was established in October of 2006. Stephen Close, President/CEO, had a vision to establish a financial firm that not only would benefit individuals but also privately held companies and organizations. We are an independent financial services firm specializing in many areas of financial planning, including but not limited to: personal financial planning, retirement planning, estate planning, and company benefits. The company benefit areas of focus are 401(k) plans, health and disability insurance. As an independent firm we have no proprietary products and this allows us to find the appropriate product for the client and not be limited to any one company. Close Financial Services, Inc. is a growing firm with a goal to educate and serve its clients with a higher standard than what is typical in the industry. We have the knowledge and expertise required to not only meet a clients expectations, but to exceed them.

Financial Advisor Experience

Stephen Close was born and raised in Las Vegas and has a deep love for the community as a third generation Las Vegan. He graduated High School locally and attended UNLV where he found his passion for financial planning. He has been an independent financial advisor since 1999. Through his Broker/Dealer he holds securities 6, 63, 66, and 7 registrations in numerous states and also carries life, health and disability licenses in Nevada, California, New Mexico, Washington, Texas and Alaska. In 2006, he completed and attained the CFP® designation. He is also a current member for the Financial Planning Association. It would be our privilege to work with you on a strategy to achieve your specific financial goals. To arrange a no-obligation consultation, please don’t hesitate to contact us at 702-440-6000. We are completely confident that our services will prove not only exceptional but insightful and will be encouraging in developing a long term and extremely successful relationship in the future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NV,CA,NM,AK,TX,WA
Health/disability insurance: NV,CA,NM,AK,TX,WA
Fixed annuities: CA,NV,NM,AK,TX,WA
Variable annuities: NV,CA,NM,AK,TX.WA

Broker-Dealer Disclaimer

Securities offered through Concourse Financial Group Securities, Inc., (CFGS) Member FINRA/SIPC. Advisory Services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Close Financial Services, Inc. is independent of Concourse Financial Group Securities, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances