CORONAVIRUS & A SECOND OPINION
By watching this video, you may be at some point in the future be solicited for a no cost, no obligation one on one appointment to discuss what your financial goals maybe. Dave Reynik a 30 year veteran to the financial services industry and a licensed insurance professional with a focus on retirement planning by using insurance and annuity related products will most likely be that person contacting you.
If your end goal is to retire financially stable with no worries, its’ important that you become more informed as to how you would like to take things to the next level in your life. At the end of watching this video, Mr. Reynik would welcome the opportunity to share with you his knowledge, time and expertise at no cost or obligation. In return, you can determine if you would like to have further discussions or meet with Mr. Reynik to see if he could potentially help you with your retirement planning goals.
Mr. Reynik, is not associated with or endorsed by the Social Security Administration or any government agency. Mr. Reynik, does not provide legal, tax, investment, or accounting advice. Should you have a need for that advice, Individuals should consult with a professional specializing in those areas regarding the applicability of this information to his/her situation.
Any transaction that involves a recommendation to liquidate funds held in a securities product, including those within on IRA, 401 (k), or another retirement plan, for the purchase of an annuity, can be conducted only on by individuals currently affiliated with a properly registered investment advisor. If your financial professional does not hold the appropriate registration, please consult with your own broker – dealer representative, or registered investment advisor for guidance on your securities holdings.
The material presented in this video is for informational and educational purposes only and is designed for general informational purposes on the subjects covered. The content is delivered from sources believed to be reliable and accurate. Neither the information presented, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Please note that representative, employees, and/or sub-contractors of The Wealth Solutions Group, Inc., do not provide nor give legal, tax or accounting advice, they do not assume responsibility for statements made concerning this educational information, but not limited to, the video information provided, typographical errors or omissions, or statements regarding legal, tax and accounting advice, or securities and financial matters. Qualified legal, tax and accounting professionals, plus securities and financial professionals should always be consulted before acting on any information concerning these fields. You are encouraged to consult your tax advisor or attorney before making any move. * Not FDIC insured, * May Lose Value,
*No bank or credit union guarantee, * Not a deposit by any federal government agency or NCUA/NCUISF. Pursuant to IRS Circular 230, it is not, however intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. And as required by the IRS, you are advised that any discussion of tax issues in this material is not intended or written to be used, and cannot be used, a) to avoid penalties imposed under the Internal Revenue Code or b) to promote, market, or recommend to another party any transaction or matter addressed herein.