Investment advisory services offered through Mattson Financial Services, LLC, a Registered Investment Advisor in the state of Florida and Michigan. Insurance and annuities offered through Lakeview Financial Group, LLC. Mattson Financial Services, LLC and Lakeview Financial Group, LLC are affiliated companies.
The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products.
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