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Make Your Nest Egg Last

It all starts with a plan. You have saved all your life, but now it time to start spending.

5 Steps to a Retirement PlanRetirementPlanningKit.EBOOK

Download our free  guide that will help teach you how manage your investments so that you may decrease your chance of running out of money and may increase your enjoyment of life in retirement. Learn the best strategies for managing in retirement: 

  • Expenses
  • Leisure Activities
  • Tax Planning
  • Risks to your Nest Egg
  • Healthcare
  • Inflation
  • Inheritance
  

eBook:Retirement Planning Kit

We promise to never sell or share your information. 
Stratton & Company, 9191 RG Skinner Pkwy, Suite 502, Jacksonville, FL 32256 (904) 425-0943

 

Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs. 

Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser.  CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.