MEDALLION FINANCIAL RESOURCES

ANNUITIES

An annuity is a long-term investment designed to provide tax deferred growth. There are multiple types of annuities to satisfy an investor's objectives:

Understand Your Options

There are different types of annuities, each with its own features and benefits. Taking the time to understand these options can provide the comfort of knowing you're making informed decisions that align with your retirement goals.

Create Steady Income

Annuities can provide a steady income stream in retirement, easing the fear of outliving your savings. This assurance can allow you to focus on enjoying your retirement years with the peace of mind that your financial needs are covered.

Plan Carefully

While annuities can be beneficial, they are complex financial products. With careful planning and professional guidance, annuities can help ensure a financially secure and worry-free retirement.

Consult with Us

Embarking on your well-deserved retirement should be a time of joy and fulfillment, not one of financial uncertainty. Imagine the peace of mind that comes from knowing a trusted expert has your back, guiding you through the financial landscape of your golden years.

Address

211 Nokomis Ave S, Venice, Florida 34285

Email Address

James@medallionfinres.com

Rachel@medallionfinres.com

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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