With what could be a period of economic volatility approaching, it’s nice to know you may have new options to protect and grow your money. New annuity bonuses are happening right now.
Please reach out to us for a one on one meeting where specific products can be discussed. We can help to provide you with the tools that may help you rework your retirement strategy. Our goal is for your strategy to hold up for the long term.
*For those who qualify for the applicable products.
Our products offer a reasonable rate of return, over time. Guarantees are backed by the claims paying ability of the carrier.
Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Rose Financial Management, LLC), an SEC registered investment adviser. Insurance products and services are offered through LP Financial Associates. Gibbs Wealth Management, LLC (DBA Rose Financial Management, LLC) and LP Financial Associates are unaffiliated companies. Outgoing and incoming emails are electronically archived and are subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information emailed over the internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee responsible for the delivery of this message to the intended recipient, you are hereby notified that any dissemination, distributing or copying of the communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
By contacting Laura Pesek IL Ins Lic#1744146, PA Ins Lic#1095274, DBA LP Financial Associates, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.