Looking to learn about ways to have a tax-free retirement?
Join us for this Complimentary Dinner Event:
“Tax-Free Retirement Income Strategies”
July 11th or 12th at 6PM in Estero
EVENT FULL- WAITLIST ONLY
23151 Village Shops Way, Suite 101, Estero, FL 33928
This seminar, delivered by Don Retallick of Retallick Financial Group, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement.
Our last 2 Tax Strategy Events reached max capacity in less than a week, so don’t delay in registering. We WILL fill up again!
Donald L Retallick III
FL Insurance License # P109239
Retallick Financial Group
Florida Lic. #L096591
*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.