Will your income last a lifetime? Do you have safeguards in place to protect from major market losses, inflation, or unexpected healthcare events? Is your current plan tax efficient?
Confidence replaces fear when you reduce unknowns. When proper expectations are set, you can have more peace. When you have more peace, you make better decisions along the way.
Your money has one job to do, support your life and empower you to achieve those things you dream of doing. Dreams aren’t realized by accident, so don’t leave yours to chance.
At Assurance Financial Partners we know that you want to enjoy life with financial confidence. To do that, you need help. The Problem is that you don’t have a road map or guidance system which can leave you feeling stressed and alone. We believe it’s just plain wrong for you to navigate this without help. We understand you’re drowning in a fog of misinformation which is why we’ve helped so many families find the confidence and clarity to retire.
Investment advice is offered through APO Financial Services, LLC (“APO") 10155 Westmoor Drive, Suite 175, Westminster, Colorado 80021-2627. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns. Additional information pertaining to APO’s registration status, its business operations, services and fees, and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov.
APO or its affiliates do not provide legal or tax advice. CIRCULAR 230 NOTICE: Pursuant to IRS Circular 230 requirements, this email is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties.
Insurance and fixed annuity products are offered through Assurance Financial Partners, LLC. APO or its affiliates do not provide legal or tax advice. CIRCULAR 230 NOTICE: Pursuant to IRS Circular 230 requirements, this email is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties.
This email message is intended only for the designated recipient(s) and may contain confidential or proprietary information. If you are not the intended recipient, you may not review, retain, disseminate, distribute or copy this communication. If you have received this communication in error, please notify us immediately by telephone or email.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
