Today’s retirement is different.
It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
Most importantly, we believe that Jim and Dallas are honest men of good character who strive to act in the best interest of their clients.”
— Scott and Karen Granger
Scott and Karen Granger are investment advisory clients who have not been compensated. This statement may not represent the experience of all clients; your results may vary. 10.12.21
— Kenny and Pam H.
Kenny and Pam H. are investment advisory clients who have not been compensated. This statement may not represent the experience of all clients; your results may vary. 10.12.21
As all families are different and all have different needs it is important that you can have someone to rely on for that, look no further that guy is Dallas; a person that you can trust.”
— Josh S.
This testimonial was given by a current client of our firm. This testimonials is for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.
aspects of navigating through the complexities of Medicare. I appreciate that.”
— Leslie M.
Leslie M. is a Medicare client of Felicia Ross. This individual has not been compensated for this statement. Felicia Ross is not securities or advisory licensed and is not supervised by Madison Avenue Securities, LLC or AE Wealth Management. 1.6.2022
Wondering How to Create Income in Retirement?
Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:
- What you need to know to understand annuities
- Why savings alone may not be enough for your retirement
- How annuity withdrawal options work
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
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Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
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