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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
Why Fixed Index Annuities?

Please note that Wealth Management Of The Carolinas 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 Of The Carolinas 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

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation...

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CONTACT US

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233

Fax: 704.782.7309

Email: wmcservice@windstream.net

J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial  strength and claims paying ability of the issuer.

© 2019 Wealth Management Of The Carolinas, LLC. All Rights Reserved.