Content prepared by Advisors Excel.

Fee based financial planning and investment advisory services are offered through ASG Investment Management, LLC., a Registered Investment Advisory Firm CRD #292445. Registration does not imply a certain level of skill or training.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products.

Insurance products and services are offered through Accurate Solutions Group, LLC. ASG Investment Management, LLC. and Accurate Solutions Group, LLC. are affiliated companies. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide and no statement contained in the guide shall constitute tax or legal advice.

All individuals are encouraged to seek the guidance of a qualified tax/legal professional regarding their personal situation.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

1/23-2624359