Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand what we are speaking about, […]
This week’s article references a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of depleting their savings too soon. The pandemic has further threatened retirement nest eggs, as a
THE STANFORD LONGEVITY PROJECT LOOKS AT ANNUITIES Read More »
Referrals Referrals are our greatest compliments. Please invite qualifying friends or family who are interested in learning about the possibilities of protecting their principal from market declines* to and upcoming dinner presentations or a Retallick Financial Group Event. We would love for you to join them! Attend Dinner Presentations We always invite our clients to
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August 13th, 2020: Seminars are back on at Retallick Financial Group and we are EXCITED! Please be sure to check out our updated event schedule. As always, we invite you and a guest to join us for dinner! We hope to see you soon! Please give us a call if you need any assistance 239-444-5980
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Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income.
Andrew Kagan CA Ins Lic #0H08379
Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
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By contacting Andrew Kagan CA Ins Lic #0H08379/Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
