Financial Advisor - Retirement Specialist - Fiduciary
The foundation of any financial plan always starts with the right health coverage, whether that's finding the right Medicare plan, prescription drug plan, or long-term care coverage.
In retirement, we need our assets to provide both sustainable growth and reliable income. The key is finding the right balance and the right individualized strategy to meet your needs - that's why we call it PERSONAL finance!
Legacy.
We all want to leave something behind to our loved ones, but instead of just leaving "whatever is leftover", there are smarter and more cost efficient and tax efficient ways to do that. I encourage all of my clients to be intentional in this area and create a legacy by design and not by default.
A Sensible and Individualized Approach to Retirement
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Individual Mentoring.
Optimizing Income.
Maximizing Earnings.
Safeguarding Wealth.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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