For a limited time, we are scheduling complimentary financial reviews for Denver Baby Boomers! In return, you will receive a free $100 gift card to Del Frisco's Double Eagle Steak House.*
With the new tax reform laws and the changing financial rules, now is a good time to make sure your finances and retirement outlook are up to par. During your private appointment, we will discuss some of the following topics to help keep you on track for retirement and prepare for the future including:
“Stonebridge Financial Solutions is an independent Registered Investment Advisor based in Lone Tree, Colorado, whose mission is to offer independent and personalized plans in investment planning, risk management, income planning, retirement planning and estate conservation.
At Stonebridge Financial Solutions, we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of approaches for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and informing you on how to reach your retirement goals.
Steve Weber is a Colorado Native who is passionate about working with clients to create strategies that are in their best interest and that they can rely on. He has been providing dedicated service and financial strategies in the financial planning industry for more than 20 years and holds his Series 65 and insurance licenses. Steve's firm, Stonebridge Financial Solutions, does more than just grow your wealth–they help you protect it–giving you and your family a feeling of stability.”
Colorado insurance licensed professional. No purchase necessary to receive gift card. *In order to receive the $100 gift card, you need to show up to your scheduled appointment with your investible assets statements. In addition, if you handle your own portfolio, you do not qualify for the gift card. Stonebridge Financial Solutions, Inc. is a Licensed/Registered Investment Advisor Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov. 16408 - 2017/2/1