Acumen Financial Advisors, LLC

Time 2020-12-24 21:30:08

Web Name: Acumen Financial Advisors, LLC

WebSite: http://www.acumenfinancial.com

ID:144921

Keywords:

Financial,Acumen,LLC,

Description:

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owners are licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owners are licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owners of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information Survivor Benefits Provide a Financial Lifeline Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits. Retirement Savings: Traditional, Roth, or Both? How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers? HOT TOPIC: The SECURE Act and Your Retirement Savings A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies. Four Steps to Rebuilding Your Business Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19. Knowing your likely life expectancy is an important factor in making long-term financial plans. Use this calculator to estimate how much income and savings you may need in retirement. This calculator can help you estimate your annual federal income tax liability. Articles Educate yourself on a variety of financial topics. Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC.Investment advisory services offered through Acumen Financial Advisors, LLC, a registered investment advisor not affiliated with SagePoint Financial, Inc.This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MO, NE, OH, OR, PA, SD, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.IMPORTANT CONSUMER INFORMATIONA Broker/dealer, investment adviser, 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.

TAGS:Financial Acumen LLC 

<<< Thank you for your visit >>>

Hot Websites