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Investment Advisory Services offered through Legacy Investment Advisors. Legacy Investment Advisors and Safe Haven Wealth Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Insurance products are sold based on the best interest standard at both the state and insurance carrier level. This means that insurance and annuity recommendations must be in the best interest of the client with any conflicts of interest fully disclosed to the client. Additional details are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
