Consumer Brochures

Our Services
Recommended Links
Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how an FIA can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should you consider Fixed Index Annuities as part of your retirement strategy?

  2. Do I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Financial Advisor in Duxbury Massachusetts. Investment Advisor, Retirement Planning, Social Security Benefits, Wealth Management
Why Fixed Index Annuities?

Please note that Wealth Management Advisors Group and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Wealth Management Advisors Group may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

ABOUT US

We will keep you current with economic and financial news to help you stay in front of important changes in the economy that could effect all of us.

We have over 40 years experience in the financial service business. Our goal is to help you meet your financial goals.

OUR SERVICES

 

Blog

CONTACT US

  • Facebook Social Icon

28 Duxborough Trail

Duxbury Massachusetts 02332

 

Phone: 781.422.7118

Fax: 866.729.6220

Email: hfrattaroli@gmail.com

© 2019 Investment Money Management | All Rights Reserved. | Website Designed by Stoff 360 Media