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FINANCIAL BASICS
RETIREMENT
EDUCATION PLANNING
LIFE EVENTS
ESTATE PRESERVATION STRATEGIES

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Please note that Legacy Financial and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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ABOUT US
OUR SERVICES

+ RETIREMENT STRATEGIES

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+ SOCIAL SECURITY EXPLORATION

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+ LEGACY PLANNING CONCEPTS

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+ MEDICARE SUPPLEMENT INSURANCE

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+ LONG-TERM CARE INSURANCE

RESOURCES
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541-337-1104

info@oregoncashflowpro.com

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Fixed index annuities are insurance products that are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax.

 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Life Insurance Licenses: 

Alabama #3002139793, Arkansas #18801459, Arizona #18801459, California #0M41345, Colorado #657408, Connecticut #18801459, Delaware #3002196972, Florida #W672882, Georgia #3353534, Hawaii #560308, Iowa #1881459, Idaho #72446, Illinois #18801459, Indiana #3564116, Kansas #18801459, Kentucky #DOI-1139217, Louisiana #901641, Massachusetts #18801459, Maryland #3001039539, Michigan #18801459, Minnesota #40722854, Missouri #3001112052, Montana #3001787549, North Carolina #18801459, New Hampshire #18801459, New Jersey #3000945937, New York #1657825, Nevada #3754115, Ohio #1358729, Oklahoma #3001281362, Oregon #18801459, Pennsylvania #990677, South Carolina #18801459, Tennessee #2498652, Texas #2538354, Utah #729082, Virginia #1181334, Vermont #3658060, Washington #1088722

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