SEARCHING FOR AN EXPERIENCED ESTATE PLANNER?

Every American wants to retire comfortably. The important question is, how does someone get there? It all starts with finding an estate planner. Being able to lay out a road map for your future is crucial to getting the retirement that you want. At McGregor Wealth Management, our social security and retirement advisors in Highlands Ranch, CO will help you navigate the complex web of government benefits and costs that come with retirement.

MAKING SOCIAL SECURITY EASY

After years of building a career and paying taxes year after year, you deserve to collect what you've contributed. That's where our Social Security advisors can help. We guide you through the process of claiming entitlements and advise when you should begin to collect.

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MAXIMIZE THE POWER OF PLANNING

There's nothing more important than protecting those you love. Yet too many people make the same mistake by not having a solid protection plan in place. Instead, they pass expenses on to heirs. What's more, they fail to fully maximize the power of life insurance while they're living. While it can help you leave a legacy, it can also provide a steady stream of tax-free retirement income. Learn if life insurance and annuities make sense for your goals and needs.

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Castle Rock, CO 80108

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. McGregor Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that McGregor Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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