The possible role of insurance and investments in your financial strategy!
Request a no-obligation meeting with Clark Financial Solutions today to discuss your financial strategy and how you may achieve a brighter financial future by working with an independent firm.
Discover the many opportuinites available to help secure your financial future through the use of insurance and investment products
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 703.796.0957 today!
Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent additional federal tax.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
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