Did you know that 21 years ago Fixed Indexed Annuities were first introduced to consumers “as a key product for helping plan a secure, dependable source of income for retirement”?
Year in and year out, retirees seem to search for help in planning for a retirement they can look forward to, instead of worrying about out living their income. Call us as you begin your planning. We may have some ideas you haven’t thought about.
- 844-757-4466
- 5641 W. Gulf To Lake Hwy. Crystal River, FL 34429
- 2764 Sunset Point Rd. Suite #200 Clearwater, FL 33759
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Steve William Holland FL License #P234964/InvestSafe Financial License #L11000059756, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
Steven W. Holland, an Investment Advisory Representative, offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. InvestSafe Financial and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by InvestSafe Financial, License #L11000059756 and Steven W. Holland, License #P234964. Outgoing and incoming emails are electronically archived and are subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information emailed over the internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee responsible for the delivery of this message to the intended recipient, you are hereby notified that any dissemination, distributing or copying of the communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. If you do not wish to receive marketing emails from this sender, please send an email to kristin@invsafe.com or a postcard to InvestSafe Financial, 5641 W. Gulf to Lake Hwy. Crystal River, FL 34429.