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We’ll Always have Steak and Lobster: A Dinner to Remember

  • Post Author:gps
  • Post published:February 4, 2020
  • Post Category:Uncategorized
  • Post Comments:0 Comments

Generally, I don’t like to pass along personal client stories unless I have specific written consent by the client. Recently, a client asked me to share their story — a…

Continue Reading We’ll Always have Steak and Lobster: A Dinner to Remember

What Green Beer Can Teach You About Your Retirement

  • Post Author:gps
  • Post published:April 26, 2017
  • Post Category:Uncategorized
  • Post Comments:0 Comments

Sometimes, we try something and end up loving it. Other times, we try something only to confirm that it leaves a bitter taste in our mouth. Alcohol is the latter…

Continue Reading What Green Beer Can Teach You About Your Retirement

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  • Advisory services are offered by Mattson Financial Services, LLC, an SEC Investment Advisor. Insurance products and services are offered through Lakeview Financial Group, LLC, an affiliated company. Mattson Financial Services, LLC and Lakeview Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

    All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

    Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any references to protection benefits or lifetime income generally refer to fixed insurance products.

    Please see the Firm Brochure CRS for conflict-of-interest disclosure.

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    For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

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