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Phone: (480) 620-6777

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Asset Protection

Because the market does not provide security, you may want your financial strategies to include some secured income products. For example, annuities, which are insurance products with guarantees*, can provide a source of supplemental income throughout your retirement.

Twenty-first century asset protection calls for more than just strategic asset allocation. Product allocation—buying instruments that can protect your monies from market declines throughout retirement — can be an additional means of protecting assets.

Diversifying your retirement assets among a variety of vehicles— both through insurance products and investments, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

asset-protection


 For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

Our Motto

JW Financial Consulting, LLC was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At JW Financial Consulting, LLC we believe that relationships can only thrive when values match.

At JW Financial Consulting, LLC we do what's right, not what's popular!

 

Contact Us

JW Financial Consulting, LLC

2345 South Alma School Road, Suite #106

Mesa, AZ 85210

Phone: (480) 620-6777

info@JWFinancialConsulting.com

DBA - Senior Consultants

 

JW Financial Consulting, LLC Office Map