About Us We Believe INDEPENDENCE is Essential An independent financial advisor is a professional practitioner who functions in a conflict-free environment. The benefits of using the services of an independent professional accrue to the investor throughout the relationship. When designing your portfolio, we are free to consider all of the thousands of investment alternatives available today. There are no artificial limitations on which investments you can use. When building your portfolio, we can weigh the merits of one investment against another, recommending investments only because they will contribute to the success of your investment strategy. There is no pressure, and no incentive, to sell you proprietary products. When assessing your portfolio’s performance, we can use objective criteria to gauge the performance of each investment. We can help you track the progress of your portfolio toward the financial goals you’ve set, and advise you when it is appropriate to make changes and when it’s time to stand. We believe independence is essential. At Future Finances, Inc., we view each client as a unique individual and are proud to offer an array of services designed to meet each client’s specific needs. We work exclusively for our clients – not for a bank, brokerage house, or mutual fund company – so they can be assured we have their best interest at heart. Our Objective Our objective is to help individuals achieve their goals and objectives by developing a plan that will act as a guide for financial decision-making. We use diversification and asset allocation to develop a portfolio appropriate for each client’s stage of life, the degree of risk they are comfortable with, and their long-term financial goals. At Future Finances, Inc., we view each client as a unique individual and are proud to offer an array of services designed to meet each client’s specific needs. We work exclusively for our clients - not for a bank or investment company - so they can be assured we have their best interest at heart. As your financial advisor, we will keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to help realize your dreams. Firm Principals Max T. Larsen, CPA, CFP™, MBA, CIMA Max Larsen, President of Future Finances, Inc., has been involved in the financial services industry since 1979. Max is a CPA and CFP™ professional and was admitted to the Registry of Financial Planners with the International Association of Financial Planning. He is an Investment Advisor Representative with Future Finances, Inc. and a Registered Principal with Triad Advisors. He has also completed the Wharton School of Business Certified Investment Management Analyst (CIMA) Program. Prior to starting his own firm, Max was a controller and a senior financial analyst with a Fortune 100 corporation. He was also a financial consultant to a computer software firm dealing with Fortune 500 corporations. Max has a nationally based clientele and publishes a weekly Market Update newsletter. He has spoken at and conducted numerous corporately-sponsored programs and has appeared on radio and television. EDUCATION Northeastern University MBA-Finance State University of New York BS-Business Management/BA-Economics PROFESSIONAL DESIGNATIONS Certified Public Accountant (CPA) Certified Financial Planner™ Professional Investment Advisor Representative with Future Finances, Inc. Admitted to the Registry of Financial Planners with the Intl Assoc. of Financial Planners Registered Principal with Triad Advisors Certified Investment Management Analyst (CIMA)-Wharton School of Business Member of the National Association of Family Wealth Counselors Email Max T. Larsen at email@example.com. Bradley A. Huffman, CFP™ Bradley is a Certified Financial Planner® practitioner and a Partner and Investment Advisor Representative with Future Finances, Inc. Bradley received his Bachelor of Arts degree from Capital University in Economics/Business Management. He is a Registered Principal with Triad Advisors, Inc. and a licensed insurance representative specializing in life, disability, and long-term care. He has 15 years experience helping investors and has worked extensively with individuals in the areas of financial planning, wealth management, retirement planning, insurance, and estate planning. Bradley frequently appears on radio and television to discuss investing and financial planning and has conducted financial workshops covering a wide range of financial topics. Bradley has served as the chairman of Columbus Saves, local chapter of national non-profit, America Saves, and also served on the board of the Personal Finance Task Force of Franklin County. Bradley lives in Columbus, Ohio with his wife, two sons and a daughter and enjoys working with the Columbus Special Olympics program as a coach and partner. EDUCATION Capital University - BA Economics/Business Management College for Financial Planning PROFESSIONAL DESIGNATIONS Certified Financial Planner™ Professional Investment Advisor Representative with Future Finances, Inc. Registered Securities Principal with Triad Advisors, Inc. Email Brad Huffman at firstname.lastname@example.org.