(239) 444-5980 — Info@RetallickFinancial.com

Social Security Benefits
can be confusing.

“7 Keys to Enhancing Social Security Benefits”

Start the year off right by getting informed.

It’s your retirement – learn your options now. Thank you for joining us at our webinar “7 Keys to Enhancing Social Security Benefits.”

Please feel free to download these pdf with helpful information that was covered in our webinar. 

Slideshow Download
Social Security Filing Strategies
Social Security & Medicare Guide

If you have any questions about these downloads, please do not hesitate to reach out to us at:

(239) 444-5980

  • (239) 444-5980
  • Info@RetallickFinancial.com
  • Headquarters:
    9160 Forum Corporate Parkway, Ste. 350
    Fort Myers, FL 33905
  • 1990 Main St., Ste. 750
    Sarasota, FL 34236
  • 27911 Crown Lake Blvd., Ste. 247
    Bonita Springs, FL 34135
  • 1500 East Venice Ave., Ste. 301
    Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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