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Making Your Retirement
Goals Paws-sible
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Helping to Guide You Through Your Walk to Retirement
Inflation is at a record high. The global supply chains and labor markets are tight, causing severe delays and sales disruptions. Interest rates are on the rise. And the war between Russian and Ukraine has rattled global stability. A bear market can have more profound consequences as you approach retirement, which could have a real impact on your standard of living.
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Alto, MI 49302
Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Milestones Life Transitions, LLC and CreativeOne Wealth, LLC are unaffiliated entities
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22314 - 2022/10/11