Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand what we are speaking about, …
This week’s article references a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of depleting their savings too soon. The pandemic has further threatened retirement nest eggs, as a …
The Stanford Longevity Project Looks at Annuities Read More »
August 13th, 2020: Seminars are back on at Retallick Financial Group and we are EXCITED! Please be sure to check out our updated event schedule. As always, we invite you and a guest to join us for dinner! We hope to see you soon! Please give us a call if you need any assistance 239-444-5980
Choules Financial UT Ins Lic# 617468
Devin Choules UT Ins Lic# 321327
Devin Choules ID Ins Lic# 670283
Devin Choules NV Ins Lic# 3341817
Devin Choules WY Ins Lic# 455824
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**Our products offer a reasonable rate of return, over time.
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance Products are offered through Choules Financial. Utah #617468, Idaho # 670283, Wyoming #455824 & Nevada #3341817. By Contacting Devin Choules or Choules Financial, you may be provided with information regarding the purchase of insurance products.
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By contacting Devin Choules/Choules Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
