RETIRE SAFELY TOGETHER

At Retire Safety First

We believe everyone has a right to a safe, secure and predictable retirement.

Thank you for your trust in us.

We know that many of you have family and friends that may have fears about retirement and can benefit from The Retire Safety First Approach.

Now is the time to do more of what you love with the people you love. Help them feel the piece of mind The Retire Safety First Approach has provided you.

As a thank you for helping your friends and family find peace of mind for retirement, you will receive a $20 gift card to the restaurant of your choice for each person that partners with Retire Safety First.

Your financial information or theirs will never be shared.

Everything you share is confidential.

Retire Safely Together

CONNECTICUT OFFICE

140 Hebron Ave suite 100, Glastonbury, CT 06033

FLORIDA OFFICE

433 Plaza Real Suite 275 Boca Raton, FL 33432

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives.

Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000

Check the background of your financial professional on FINRA's BrokerCheck.

Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website."

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