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CRIS WALLACE, CERTIFIED FINANCIAL PLANNER™

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“Potholes” in Retirement

“Potholes” in Retirement

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Huntsville Office
7027 Old Madison Pike NW, Suite 108
Huntsville, AL 35806

Brentwood Office
320 Seven Springs Way, Suite 250
Brentwood, TN 37027

Contact 256.799.0269 and 615.624.8049

info@wgfinancialgroup.com

WG Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and WG Financial Group are not affiliated companies.

Read Full Disclosure | Privacy Policy | Terms of Use

WG Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and WG Financial Group are not affiliated companies.

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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation. 985996 - 7/21

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