Financial Services
One stop. Many options.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent survey, 70% of pre-retirees say they will not be able to retire at age 65, and many believe they will face more challenges in retirement than their parents and grandparents.1
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
1Nationwide Retirement Institute. Advisor Authority Survey. Apr. 15, 2024. "Seven in 10 Pre-Retiree Investors Say Retirement at 65 Is Not Achievable." https://news.nationwide.com/seven-in-10-pre-retiree-investors-say-retirement-at-65-is-not-achievable/. Accessed Aug. 2, 2024.
At Flora & DiPaula Wealth Partners, we can offer you the following products and services:
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Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Are You Financially Independent?
Request a complimentary no-obligation consultation today with Flora & DiPaula Wealth Partners to discuss your financial future and the possible role of insurance and investments in your financial strategy!
