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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security
Quick Facts
Why Fixed
Indexed Annuities?

*Please note that Freedom Trail Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Freedom Trail Financial may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Freedom Trail Financial at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |  Cell: 321-277-2270  |  Email: dkarlsberg@freedomtrailfinancialaz.com

Investment  Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Financial at Dove Mountain are not affiliated.

 

Freedom Trail Financial at Dove Mountain is licensed to sell insurance products in the following states of: Arizona (AZ), Florida (FL), and Georgia (GA).

 

Check the background of this Investment Professional on FINRA'S BROKER CHECK.

 

 

 

© 2019 Freedom Trail Financial. All Rights Reserved.

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Freedom Trail Financial, Marana, AZ, Investment Advisor, Financial Advisor