The days of corporate pension plans are coming to an end. Individuals facing retirement need to plan for how they will create their own retirement income protected from market volatility and unnecessary taxes. We suggest strategies designed to help ensure a more confident and better protected retirement.
Solid income planning is designed to give our clients a more tax-efficient and consistent income during retirement. Our ability to combine the best of the securities, insurance, and real estate industries helps provide our clients with a multiple approach to tax-efficient and reliable income streams.
375 E. Horsetooth Rd.
Suite #2-202
Fort Collins, CO 80525
Copyright © 2019 Solid Wealth Advisors
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Follow us on