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CONSUMER BROCHURES

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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Social Security & Retirement Information Brochures

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When should I consider to start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Indexed Annuities?

*Please note that Financial Pathfinder, LLC and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Financial Pathfinder, LLC may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Contact Us Today To Learn How Financial Pathfinder Can Help You!

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FINANCIAL PATHFINDER, LLC

Forney, Texas 75126   |   404-738-9234   |   fakridge@optiviseria.com

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Optivise Advisory Services ("OAS"), d/b/a Financial Pathfinder LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. OAS, Form ADV Part 2A, and CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

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