Worried About Tariffs, Inflation, and Market Volatility?
Discover the Smart Moves Retirees Are Making Right Now…
Get the Tariffs & Your Retirement Guide + Take the 21 Point Wealth Assessment — a self-check tool that reveals hidden risks and opportunities in your current retirement plan.
What’s Inside the Guide
✅ How to realign your bond strategy in today’s low-yield world
✅ Why tax strategy may matter more than market strategy
✅ What to do when interest rates drop — and how to take advantage
✅ A step-by-step tool to stress-test your income plan
✅ 21-point assessment to reveal how “retirement-ready” your current plan is
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Carol’s Take
Carol's Take
“Most people don’t realize how much risk or tax exposure they’re carrying — until we show them. That’s why we created this guide and assessment.”
Want Personalized Advice for Your Unique Retirement Plan?
Your retirement is too important to leave to guesswork. If you'd like clarity and a personalized roadmap, we invite you to book your Complimentary Lifestyle & Legacy Assessment.
Benefits List:
✔️Tax & Income Strategy Review
✔️Investment Risk Stress Test
✔️Long-Term Care & Legacy Gap Analysis
Watch her insight about the recent TARIFF CHAOS
💬 Ready to see how secure your retirement really is?
Insurance products are offered through the insurance business Perpetual Wealth Financial, Inc. Perpetual Wealth Financial, Inc. is also an Investment Advisory practice that offers products and services through Foundations Investment Advisors (FIA) a Registered Investment Adviser. FIA does not offer insurance products. The insurance products offered by Perpetual Wealth Financial, Inc. are not subject to Investment Adviser requirements. FIA and Perpetual Wealth Financial, Inc. are not affiliated companies.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier.
Our firm is not affiliated with the U.S. government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.