Skip to content

Menu

Financial Services
Our Team
Attend an Event
Resources
Schedule a Meeting

Menu

Financial Services
Our Team
Attend an Event
Resources
Schedule a Meeting

Wait! Before you go...

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

Living longer in retirement, including how to potentially minimize taxes
Higher health care expenses, such as managing increased prescription-drug costs
Long-term care, including a strategy to address in-home caregiving expenses

First Name*
Last Name*
Email*
Phone*
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

Posts by

Nothing Found

It seems we can't find what you're looking for. Perhaps searching can help.

Recent Comments

Archives

Categories

No categories

Meta

Log in
Entries feed
Comments feed
WordPress.org

Contact Us

Phone: 904.731.9955 | Email: info@plansmart.net | 8771 Perimeter Park Court, #103, Jacksonville, FL 32216 | Get Directions

Check us out on Facebook!

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment advisory services offered through IMG Wealth Management, Inc., a Registered Investment Advisor. MAS and Investment Management Group are not affiliated entities. MAS and IMG Wealth Management, Inc. are not affiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

AE Wealth Management provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management.

Privacy Policy | Terms of Use

Call Now Button