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We prepare a new free guide each month to help you focus on unique opportunities that we feel exist in the investment community and could be beneficial to both your short and long-term goals. With over 100 years of combined experience in the financial industry, our team prepares investment portfolios designed with the goal of preserving and growing wealth while meeting our clients’ income needs.
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About This Month’s Guide:
Understanding Traditional IRA Beneficiary Designations
Working hard and saving your money does not always put you in a solid position to enjoy later life. Making money to hep you through retirement is half the battle. Making sure you leave it to the right people is the other half. This month, The Armstrong Advisory Group has a new guide out to help you understand the process of beneficiary designations. They should not be an afterthought. You need to take them seriously if you want to protect your wealth after you pass. Our firm’s new guide for the month of June is called Understanding Traditional IRA Beneficiary Designations, and it will help you through this process and provide the guidance you need to feel that your assets and financial well being is secure. Fill out the form on this page to download this free guide today. You can also call our office and ask for the guide, toll free, at 800-393-4001.