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Insight Sheet Consultation The Game Plan Stress Test Fixed Index Annuity vs Bonds Sequence of Return Risk
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The Financial Prophet

Insightful and straightforward advice

 
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Retirement Roadblocks: The Longevity Risk
Retirement Roadblocks: The Longevity Risk

When traveling, the longer the trip, the more fuel that is needed. In retirement, the longer the trip, the more savings that are needed.

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RetirementScott PattonMarch 18, 2021Retirement
Retirement Roadblocks: The Inflation Risk
Retirement Roadblocks: The Inflation Risk

Back in 1964, Ford introduced the Mustang at a sticker price of $2,368. Today, a Mustang starts at $26,670 and you can quickly spend more than $73,000 for a top-of-the-line version.

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RetirementScott PattonMarch 17, 2021Retirement
Retirement Roadblocks: The Sequence of Returns Risk
Retirement Roadblocks: The Sequence of Returns Risk

Sometimes, your timing is just off. You hit every red light or have to wait for that long train to pass. This typically amounts to little more than an inconvenience.

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RetirementScott PattonMarch 16, 2021Retirement

Insight Investments & Insurance
2120 Northgate Park #205
Chattanooga, TN 37415

(423) 475-6024
INFO@WEHAVEINSIGHT.com

 
 

 
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, In. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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This communication is strictly intended for individuals residing in the states of (TN, GA, AL, NC, SC, TX, VA, MS, MO). No offers may be made or accepted from any resident outside the specific state(s) referenced. 

IMPORTANT CONSUMER INFORMATION 
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Insight Investments & Insurance
2120 Northgate Park, #203,
Chattanooga, TN 37415,
United States
423-475-6024 info@wehaveinsight.com
Hours
Mon 9 am - 5 pm
Tue 9 am - 5 pm
Wed 9 am - 5 pm
Thu 9 am - 5 pm
Fri 9 am - 5 pm
SERVICESCONTACT / SCHEDULE CONSULTATION