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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 worrying about what the market’s doing?

Diversifying your retirement assets among a variety of vehicles — including a mix of products like life insurance and annuities, 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 steady, reliable 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.

At Safety First Retirement, we can offer you the following products and services:

(Click the images below to learn more.)

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | Wealth Management | Investments | IRA & 401(k) Rollovers | IRA Legacy Planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 412.772.8575

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