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If you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t go it alone!
When so much feels outside our control these days, there’s no reason to put off talking to someone who can help you regain control.
In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now.
Give us a call and let’s talk about your biggest concerns. We promise to answer your questions and give you an objective assessment of your financial position - at no obligation whatsoever.
Many things feel outside our control these days. Your financial strategy shouldn’t be one of them.
To sign up for a phone consultation, please fill out the form below. We’ll get right back with you to set a time that works for you.Schedule a Phone Meeting
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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Ifasi Financial Group and RWA are not affiliated. 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. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Ifasi Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.