3 Crisis Mode Strategies for Your Personal Financial Plan
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Strategic Estate Planning Services are not affiliated companies.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. Strategic Estate Planning Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 00616603
Owner - Strategic Estate Planning Services
Host / Financial Advisor - Strategic Estate Planning Services
Financial Advisor - Strategic Estate Planning Services