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STATEWIDE FINANCIAL GROUP OFFERS THESE PRODUCTS

These financial products and services are available to all clients to be combined into the perfect plan for you. Read on to learn more about the different options that are available to you and how they may function in your specific retirement planning.

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Retirement planning

retirement planning

Financial security and peace of mind are top priorities for soon-to-be retirees. Today’s retirees are living longer so the fear of not having enough money, running out of money, or being a burden on their children in retirement is something our firm sees every day. Our firm specializes in alleviating financial concerns from your retirement.

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Wealth Accumulation

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein

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Medicare & Long-Term Care

Long-term care (“LTC”) is the assistance needed when one either requires help performing an activity of daily living (e.g., bathing, dressing, eating, etc.) or has a severe cognitive impairment such as Alzheimer’s disease.

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Your retirement is in good hands

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Statewide Financial Group are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative (“IAR”) or by contacting Virtue Capital Management. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any
annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek
tax or legal advice from an independent professional. Stuart Boxenbaum and/or Statewide Financial Group are not affiliated with or endorsed by the Social Security Administration or any other government agency.