Attention Boomers!
Free Income Planning Checklist and Informational Video on What To Look For In An Advisor!
IMPORTANT INFORMATION
What to look for in an Advisor
I want to let you know what to look for in a professional financial consultant, and how we live up to who we say we are.
Watch my short video and then download our "Income Planning Checklist". Take a moment to read through this important document and make sure you are on the right track to live retirement in confidence.
Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client. Investment advisory services are required to be provided in accordance with a fiduciary standard; this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.
click to download important information
Times change — are stocks and bonds still enough?
With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
