October 2020 - South West Michigan Financial

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Are you taking too much risk in retirement?

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Falling into the Social Security Trap

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KALAMAZOO MI OFFICE:

Southwest Michigan Financial, LLC
4341 S Westnedge Ave, Ste. 1201
Kalamazoo, MI 49008
Phone: (269) 323-7964

MARSHALL MI OFFICE:

Southwest Michigan Financial, LLC
830 W Michigan Ave
Marshall, MI 49068
Phone: (269) 323-7964

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DISCLAIMER | PRIVACY
Investment advisory services offered through Southwest Michigan Wealth Management, LLC, a Michigan-Registered Investment Adviser. Southwest Michigan Wealth Management, LLC is not a CPA or law firm and does not provide legal or tax advice. Please consult your tax preparer or attorney for any legal or tax questions. Additional investment advisory services may be offered through Foundations Investment Advisors, an SEC registered investment adviser. All insurance and annuity products are sold separately through Southwest Michigan Financial, LLC, an affiliate of Southwest Michigan Wealth Management, LLC. Securities transactions for Southwest Michigan Wealth Management, LLC clients are placed through Charles Schwab. Any opinions expressed by SWMWM or its employees on the SWMWM sites are as of the date of publication and are subject to change. Information that SWMWM posts on such Sites is taken from sources that SWMWM believes to be reliable but are not guaranteed by SWMWM for accuracy or completeness. All posts to SWMWM Sites are considered communications with the public and are archived and retained as required by SWMWM’s polices and certain Federal and State regulations. The Sites may contain links to articles or other information that are contained on a third-party website. SWMWM does not endorse or accept responsibility for the content, use, or reliability of the website. SWMWM assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on third-party pages. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.

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