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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

Brokerage Products are Not FDIC-Insured. Not Bank Guaranteed. May Lose Value. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Zen Financial Planning, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Zen Financial Planning, LLC, a Massachusetts Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. Zen Financial Planning, LLC and its advisors do not provide legal or tax advice. Insurance products are offered through Anthony Corsino, independent agent. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Massachusetts or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results. Zen Financial Planning, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Client accounts are held with Charles Schwab & Co., Inc.

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