Annuities

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 405-477-1506

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Lack Of Research
Not thoroughly understanding the annuity product leads to costly decisions.

Inflation
Failing to account for inflation diminishes purchasing power over time.

Overcommitting
Locking too much money into an annuity limits liquidity and flexibility.

Taxes
Not considering tax implications can lead to unexpected financial burdens.

Annuity Type
Selecting the wrong annuity type can misalign with retirement goals.

Health Status
Failing to consider life expectancy when choosing an annuity can reduce benefits.

Diversification
Putting all eggs in one basket with annuities can increase risk.

Spousal Benefits
Neglecting to add spousal benefits can leave a spouse unprotected.

Procrastinating
Delaying annuity purchases can lead to missed opportunities for better terms.

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Southwest Financial
Advisory Group, Inc.
2524 North Broadway, Suite 315
Edmond, Oklahoma 73024

800-375-1776 Toll Free
405-348-8484 Office
405-477-1506 Mobile

www.swfinancial.com

ed@swfinancial.com

Southwest Financial
Advisory Group, Inc.
2524 North Broadway, Suite 315
Edmond, Oklahoma 73024

800-375-1776 Toll Free
405-348-8484 Office
405-477-1506 Mobile

www.swfinancial.com

ed@swfinancial.com

Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is an SEC registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Edward Thiessen is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov. Southwest Financial Advisory Group, Inc. is not affiliated with GVCA or GVCM.