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INVESTMENT SERVICES

Client Centered

You deserve to move your financial life forward.

Are you retired or getting close to retirement?

You probably have plenty of questions on your mind, and we’re here to help. Wealthstone Strategies will work with you to build a personal retirement strategy around your goals, your comfort with risk and your lifestyle.

Note: All investments contain risk and may lose value. Diversification does not guarantee profit or protection against loss. Individual situations can vary, so you should always consult a qualified financial professional before making any investment decisions.

Variable annuities are long term investment vehicles designed to help investors save for retirement and involve certain contract limitations, fees, expenses and risks, including possible loss of the principal amount invested. This investment return and principal value may fluctuate so that the investment, when redeemed, may be worth more or less than original cost. As with many investments, there are fees, expenses, and risks associated with these contracts. All guarantees including the death benefit payments are dependent upon the claims paying ability of the issuing company and do not apply to the investment performance of the underlying funds in the variable annuity. Assets in the underlying funds are subject to market risks and may fluctuate in value. 

Withdrawals of taxable amounts will be subjected to ordinary income tax and possible mandatory federal income tax withholding. If taken prior to age 59½, a 10% IRS penalty may also apply. Withdrawals affect the variable annuity's death benefit, cash surrender value and any living benefit, and may also be subject to a contingent deferred sales charge.

Mutual funds and variable annuities are sold by prospectus only. You should carefully consider the investment objective, risks, charges, and expenses before investing. A prospectus contains this and other important information. You should read the prospectus carefully before investing or sending money. A prospectus may be obtained from your investment professional.