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Disclaimer

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.  Propeller Wealth 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 Propeller Wealth 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 references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. 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, Inc.  

Gain Altitude.

Financial               Planning

Proper planning is paramount to achieving your financial goals.  But life never goes as planned.  Our financial planning process utilizes forecasting tools to keep you on track while dealing with life's contingencies along the way. 

Retirement          Income             Planning

There is a lot of noise out there about how much money you need to retire.  Unfortunately, it only adds confusion.  The truth is that the right amount is based on your lifestyle exectations  and risk tolerance.  Our "Results in Advance Planning" method will analyze your unique situation and design a custom plan just for you.   

Portfolio           Management

We use active management techniques to make your money work for you while minimizing risk exposure.   Propeller Wealth is a fee-only practice that does not charge any commissions on your investments.  Your portfolio is a personally structured to your goals, time horizon, and risk tolerance.  

Insurance             Planning

Thoughtful insurance planning is the bedrock of financial planning. We help clients analyze the proper type and amount of life insurance they need to ensure loved ones are protected.  Add peace of mind and securtiy to your portfolio with a properly structured insurance plan. 

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