Here is the information you requested about how the Corporate Bond Rate may affect your AT&T pension. To access the information, click "Download Now" below. We will also email you a copy so you have it accessible at any time.
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Gene J. Wittstock, MSF President and Founder
As the chief strategist for retirement income, Gene Wittstock's primary role is to provide independent financial guidance to families and businesses. The cornerstone of his methodology is financial education and the ability to empower retirees with significant retirement confidence.
“Our ultimate goal must be to preserve our clients’ assets, while at the same time, find ways to make their desired retirement lifestyle possible.”
Quest Financial has been working with AT&T retirees and pre-retirees for more than 20 years, successfully guiding them in their quest for a more stable retirement.
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Quest Financial and ChangePath are not affiliated with or sponsored by AT&T.
Securities offered by and through ChangePath, a registered broker/dealer and member FINRA/SIPC; advisory services through ChangePath, a registered investment advisor. Quest Financial and ChangePath are separate and unaffiliated entities. This material does not constitute an offer to buy or sell securities or a solicitation of such offers, or an offer to provide investment advisory services in any jurisdiction in which ChangePath and its agents are not appropriately qualified to make or receive such offers or solicitations. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend 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.