Time to enjoy the finer things in life! Hopefully by this point you’re prepared, you’ve gone through the milestones with us, taken the right steps and have been investing. Now it’s time to consider products like:

• Tax Free Rollovers
• LIF

Now go! Travel, enjoy the grandkids, do whatever you’re hearts desire. You deserve it.

 

Your Advisor,

Roy Smallwood

647-215-7697