Content prepared by Snappy Kraken. We are an independent firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This guide is provided for informational purposes only; it is not designed as advice for an individual's personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. 07/21 - #1742285C
Investment advisory offered through Mediate Financial Services, LLC. A state of Ohio registered investment advisor.