We can help put your goals within reach.

 

According to the U.S. Department of Labor, less than half of Americans have calculated how much they need to save for retirement.  The average American spends 20 years in retirement.  Do you have an employer sponsored retirement plan?  Are you on track to reach your goals?  

“The question isn’t at what age I want to retire, it’s at what income.”
— George Foreman
  • Review current retirement plan
  • Establish an individual retirement plan
  • Pension education
  • Setting and understanding retirement goals

*Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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This communication is strictly intended for individuals residing in the state of Florida.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Florida Insurance License: W095801

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep a consumer should contact his or her state securities law administrator.