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Looking to learn more about your retirement options? Our dinner and education seminars give you information on tax rules, conditions of the market, and ways to protect your retirement from losses. In addition, we’ll discuss strategies for generating a reasonable rate of return**, while shielding your money from a market downturn.
Join our seminar as we review information important to reaching your retirement goals. All the while, you’ll enjoy a gourmet meal, with our compliments. Choules Financial wants our guests to have a terrific experience while they learn.
It is our goal to make sure you know your options as you approach (or are in) retirement. Because of this main goal, we provide our events at no cost to you. The dinner is included as well. Just come, enjoy, and learn. Educate yourself in a relaxed and informative way.
Retirement decisions are so important for your future. Why not invest some time to learn all your options. Our team provides these educational events and complimentary dinner to help you gain knowledge. The more you know, the better you can do.
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
*Backed by the claims paying ability of the carrier.
**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.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Devin Choules/Choules Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.