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10 MistakesYou Could Make When Preparing for Retirement


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Main Financial Concerns

Comprehensive Financial Planning

Planning for your future is a journey, but it's not one you have to walk alone.

We all have far too many things we want to do and accomplish than we have time and money for. We can help with that!

We work with individuals and business owners who have done a lot of great planning and those who are just starting out.

Business Planning

  • Business Success Planning (Exit Strategy)
  • Deferred Compensation Programs and Strategies
  • Estate Planning and Asset Protection
  • Insurance planning to protecting your income and assets
  • How to retain and reward your best employees
  • How to leave a tax efficient legacy
  • Investing your retained earnings

Retirement Planning

  • Retirement Income Strategies
  • Tax Management Strategies
  • Risk and Reward Analysis
  • Maximize Social Security Benefit
  • How to leave a tax efficient legacy
  • Life Insurance Analysis
  • Long Term Care Needs Planning

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Our Planning Process

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This is an educational and informational insurance sales webinar offered by H&H Financial Group at no cost. Neither H&H Financial Group, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. H&H Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. All investing involves risk, including the possible loss of principal. There can be no guarantee that any investing approach will be successful. Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. A prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Kyle Herrington, Manda Lewis, Luke Herrington, Colton Herrington, Scott Hurlbut, Michael Strong, & Rordan Hart are Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & are Financial Advisors offering Investment Advisory Services through Eagle Strategies LLC, A Registered Investment Advisor. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.