Asset Protection

Don’t put all your (NEST) eggs in one basket.

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worry about what the market’s doing?

Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.

Anyone who invests in the market should understand it involves the potential risk of principal. So, to provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.**

**Insurance products and services are made available through Stuart Financial Group and not GFPC. Website content regarding protection benefits, safe and secure investments, and guaranteed or steady, reliable income streams refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Insurance and Annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer.  They do not refer, in any way, to investment advisory products and services or GFPC.

 

At Stuart Financial Group, we offer the following services:

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Retirement Income Strategies

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Wealth Management & Investments

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Asset Protection

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AnnuitiesBOX

Annuities

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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IRA Legacy Planning

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In addition, we can refer you to professionals who provide the following
services to help meet your individual needs:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning