Upcoming Events

Tue, Feb 25
Brevard County Gov't Complex - Bldg C
Taxes in Retirement 567 - Evening Workshop
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Tue, Feb 25
Brevard County Gov't Complex - Bldg C
Taxes in Retirement 567 - Morning Workshop
Share
Details

Securities offered through World Equity Group, Members FINRA and SIPC. Insurance offered through Wadadli Financial Group, FL Insurance License #L093496.

Guarantees are backed solely by the claims-paying ability of the issuing Insurance Co. Jim Fox is not affiliated with the
Social Security Administration or any other governmental agency. By responding to this invitation, you may be contacted to discuss
the benefits of creating a solid financial plan.

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.

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