Schedule an Appointment
Client Login
Retirement Income Toolkit | Permanent Life Insurance permanent life insurance retirement income toolkit

 

In this video, managing partner Sherwood Greer, CFP®, RICP® asks Bill Girone, Director of Insurance, how permanent life insurance can be a tool in YOUR retirement income toolkit. Click above to watch the short video and then sign up for our free Retirement Income Toolkit...

Continue Reading...
Retirement Income Toolkit | Tax Free Asset Location retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Tax Free Asset Location options. He focuses on Roth IRA & 401(k) and Life Insurance Loans as options that might possibly benefit your...

Continue Reading...
Retirement Income Toolkit | Home Equity retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Home Equity. He explains the concept of equity and how you could tap into that equity to possibly benefit your retirement income.

...
Continue Reading...
Retirement Income Toolkit | Human Capital retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Human Capital. He explains the concept of a step-down retirement and how your human capital could benefit your retirement income.

Click below...

Continue Reading...
Retirement Income Toolkit | Social Security retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses in on "Social Security." He explains one of the most costly mistakes people can make when claiming Social Security. You don't want to miss this! 

...
Continue Reading...
1 2 3 4 5 6 7

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures