Wealth Management Resources
Geoffrey Johnson, RICP
Financial Advisor

CONNECT

Address:

1820 E. Ray Road, Suite A110
Chandler, AZ 85225

Phone:

602-334-4428

Fax/Other:

877-604-8337

This Is What Our Clients Want

Protected Principal Investments
 

Protected Principal Investments (PPI) are places you can put your retirement savings with guarantees against losing the original principal.

3 places known for principal protection are: (A) Bank insured products, (B) Treasury Bonds, and, (C) guaranteed insurance contracts also known as annuities.

All 3 can have time limits.

 

Wealth Management Resources, LLC. clients have learned that Guaranteed Investments have the potential for tax efficiency, and in many cases, guaranteed incomes. The only question you should ask yourself is are you a WMR client? If yes, you should contact us by clicking here to inquire about moving your retirement portfolio into Guaranteed and principal protected vehicle Today! Not Ready? Want to learn more? 

 

 

Seminar Information

  • Is some or all of your money at risk?
  • Are you concerned with market volatility?
  • Do you have enough money saved for retirement?
  • Who would fund your retirement or take care of you if you are unprepared?
  • Do you want your principal protected in case of an emergency?

If just one of these items are a concern you need to call us NOW to schedule an appointment at 602-334-4428 or reserve your spot at one of our upcoming workshops here:

 

**An annuity is a contract between a contract owner and an insurance company and is designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries.  Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.  They also include surrender free withdrawals, potential for tax deferral, and flexible income options including lifetime income.  Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, a 10% federal tax penalty.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck