Take this simple self-evaluation of your personal retirement plan risk.
It is designed to flush out the biggest mistakes people make with retirement distribution planning.
If you truly want you and your family to be able to enjoy the fruits of your lifetime of labor and success, start getting even with — and getting over on — the taxman!
Looking to learn even more? Attend one of our upcoming retirement seminars or call (239) 444-5980 to reserve a seat at an upcoming event.
Your retirement savings is your money. Protect it!
There is no cost or obligation for this information.
- (239) 444-5980
- Info@RetallickFinancial.com
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Headquarters:
9160 Forum Corporate Parkway, Ste. 350
Fort Myers, FL 33905 - 1990 Main St., Ste. 750 • Sarasota, FL 34236
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27911 Crown Lake Blvd., Ste 247
Bonita Springs, FL 34135
Donald L Retallick III
FL Insurance License # P109239 Retallick Financial Group
Florida Lic. #L096591
FL Insurance License # P109239 Retallick Financial Group
Florida Lic. #L096591
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.