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    Asset Protection

    Like most Americans, you have built your assets through a combination of financial products and investments. As you near retirement, asset allocation becomes even more important. Placing all your savings in a single type of asset exposes your financial future to undue risk. Since the stock market is volatile, your financial strategy may include secured income products, such as annuities. Allocating your assets across multiple financial products delivers asset protection and, with proper planning, ensures a steady, available income stream over the course of your retirement.

    For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

    We invite you to come into our office

    To schedule a time to discuss your retirement future, contact us at info@priorityfinancialnow.com or call us at 818-428-1238.

    Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

    Complimentary Guide
    "10 Things to Know About Retirement Income”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.
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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    CA Insurance License #0H38616