The Rock Your Retirement Ebook

Read about the top 5 obstacles people encounter in retirement. Learn our safe money method and why thousands of people are currently using it.

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No one strategy fits everyone, which every client gets our undivided attention-from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track towards a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any quesions please send us an email or call our office. We look forward to serving you and adding you to our financial family.


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Investment advisory services are offered by Stone Wall Money Management, LLC (Stone Wall), a state Registered Investment Advisor in the State of Connecticut.  Stone Wall and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Stone Wall maintains clients. Stone Wall may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Opinions expressed are as of the current date and subject to change without notice, and data may be obtained from third-party sources we believe are reliable. Stone Wall shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. This commentary is for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment. Any comments regarding sale and secure investments, and guaranteed income streams refer only to fixed insurance products. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal of an investment will fluctuate so that an investor's shares/holdings when redeemed may be worth more or less than original cost. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Stone Wall. Personal investment advice can only be rendered after the engagement of Stone Wall for services, execution of the required documentation, including receipt of required disclosures.

Insurance products and services are offered through Strategies for Retirement, LLC. Investment advisory services are offered through Stone Wall Money Management, LLC, a Connecticut-registered investment advisor. Both companies are affiliated entities of Strategies for Wealth Management. By contacting Strategies for Wealth Management or an affiliated entity, you may be provided with information regarding the purchase of insurance and investment products. Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.