Скачать или смотреть Whats the First Steps to Retirement Planning with Wootton Financial?

Here in todays, Money Minute, we will tell you about how the process starts with Wootton Financial. It is all about questions and having a conversation to dig deeper into what your goals are and where you wish to be. Working together to guide you in your financial future.
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At Wootton Financial, Our CLEAR mission is to lead with transparency, clarity and integrity, achieving excellence through accountability and reliability and empowering our clients, whether individuals, families, or businesses, to achieve their life and financial goals by serving as their trusted fiduciary advisor and providing a level of service beyond their previous experiences.

Let us help you get a CLEAR Direction for your Retirement®
Visit our website and schedule a meeting!
https://woottonfinancial.com

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This content is intended for educational purposes only. Viewers are encouraged to conduct their own due diligence. Nothing in this video should be interpreted as an offer to buy or sell securities, nor should it be considered a solicitation. All investing involves risk, including potential loss of principal, and past performance does not guarantee future results.

The strategies discussed may not be suitable for everyone. Your individual financial circumstances should be carefully evaluated before implementing any investment or tax strategy. Hypothetical examples used are for illustrative purposes only; they do not reflect actual results and are not guarantees of future outcomes. No client or prospective client should assume that any information presentin this
video serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

This content does not constitute personalized investment, legal, or tax advice. Terms such as "guaranteed," "safety," and "principal protection" apply specifically to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company.

Any aspirational phrases refer solely to the goal of a fulfilling retirement—they are not statements about investment performance, health, relationships, or other personal matters.

Investment advisory services are offered through Game Plan Advisors, Inc. (DBA Wootton Financial Group). Insurance services* offered through Wootton Financial Group, Inc. Game Plan Advisors, Inc. and Wootton Financial Group, Inc. are affiliated through common ownership. Wootton Financial Group is not affiliated with any government agency. For questions regarding your personal Social Security benefits, you are encouraged to contact the Social Security Administration directly.