![]() ![]() Neither the firm nor its agents or representatives may give tax or legal advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. They do not refer, in any way, to securities or investment advisory products. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investing involves risk, including the potential loss of principal. AEWM and Freedom Financial Group are not affiliated companies. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). 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. May not be representative of all client’s experience. are investment advisory and insurance services clients who have not been compensated for this statement. My risk fears were put to rest to the point I recently retired and feel excited about the future!”īetty & Dennis S. We honestly felt he had our best interest in mind and provided a sensible roadmap for our future. I am NOT a risk taker when it comes to money Dennis is a moderate risk taker. We scheduled the follow up meeting and never looked back. We were blown away the first night by all the information Tad provided and again on the second night. The day came for the class and out of the blue Dennis decided he would attend (to my surprise). Dennis stated he was not interested because he was very happy with the advisers we had used for many years. I went straight inside registered for the class and included a friend. There are many more details to this story that will not be noted due to time but a few days later I received a flyer in the mail advertising Tad's class at Jeff State. I recall driving to the Farmer's Market one Saturday morning while listening to Tad and Toni and prayed for God to work it out so our paths would cross. Dennis was completely comfortable with the retirement path we were on at the time. “It was truly a God thing! I listened to Tad and Toni many Saturday mornings and said several times I wished we could meet with them to verify we were on the right track.
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