*Guarantees and principal protections mentioned herein are backed by the claims-paying ability and financial strength of the issuer.
The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
Jason Lambert, David Topper, Dustin Martin, Katie Jo Swasey and Bruce Anderholt are Investment Advisor Representatives of and offer securities and advisory services through Madison Avenue Securities LLC (MAS), Member of FINRA & SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and Northwest Financial and Tax Solutions are not affiliated entities. AEWM and Northwest Financial & Tax Solutions, Inc. are not affiliated entities. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.