This site is published for residents of the United States and is for general educational and informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or financial product that may be referenced herein. The content is developed from sources believed to be providing accurate information. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here are those of the Management Team and provide an insight to our views on the Wealth & Income Management Group, LLC. Some of this material was developed and produced by the Wealth & Income Management Group to provide information on a topic that may be of interest. Every detail in this website is subject to change without notice.
2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.
Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in a declining market. Advisors mentioned on this website may only offer services, transact business and/or respond to inquiries in states or jurisdictions in which they have been properly licensed and registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or person listed.
Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Please consult legal or tax professionals for specific information regarding your individual situation. Peak Financial does not offer tax or legal advice. Consult your financial professional before making any investment decision.
Insurance product features and benefits, such as guaranteed lifetime income riders, are subject to contract terms, limitations, fees, and the claims paying ability of the insurance company issuing the contract. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund the purchase of any other asset, including an annuity, may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. Different assets can be complex and carry fees, costs, and surrender charges. If you place assets under management with the Wealth & Income Management Group LLC, we are paid an advisory fee from Brookstone Capital Management, LLC, and if you purchase an annuity through us, we are paid commissions from an insurance company.
Wealth & Income Management Group, LLC, is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Investment advisory services are offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and the Wealth & Income Management Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. This site is maintained by the Wealth & Income Management Group, 11217 Anya Drive, Hartland, Michigan 48353 | (810) 626-5101.
Through downloads or other computer links, you may gain access to other third-party material from the internet, or sites on the internet, which are not part of this site. In conclusion, the Wealth & Income Management Group is not affiliated with any such third parties and is not responsible for the privacy practices or the accuracy of the content of such material or websites.