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FUTURE LEGACY

6203 San Ignacio Ave, Suite 110
San Jose, CA 95119
(See Map)

Tel:
669-205-7130

Fax:
669-205-7180

E-mail:
marika@futurelegacy.com
COMPREHENSIVE FINANCIAL PLANNING FOR INDIVIDUALS
CORPORATE RETIREMENT PLANS

Marika Somorjai, owner of Future Legacy, brings more than 18 years of experience to your service. She has developed the Circle of Financial Health to help you better understand the three phases of her comprehensive financial planning process.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in California, Nevada, New York and Michigan, where we are currently registered.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Cambridge and Future Legacy are not affiliated. California Ins. Lic.: OCO4138

While the tax and legal guidance provided is based on our understanding of current laws, the information is not intended as tax or legal advice and should not be relied upon as such. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.



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