The focus at Flikeid Financial is helping protect your retirement from the risks associated with investing. Helping our clients understand that avoiding risk and unnecessary taxes is their right. We are a family-run practice helping pre-retirees and retired Minnesotans with over 50 years’ experience.
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This post was written by BillFlikeid
Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a registered investment advisor. Flikeid Financial and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors,