Investment advisory services offered through CFG Retirement Advisors, Inc. A Kansas Registered Investment Adviser. Insurance and annuities offered through CFG, Inc.
It is important to note that investments in securities (e.g., mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. CFG Retirement Advisors does not guarantee that the results of its advice, recommendations or the objectives of your portfolio will be achieved, and does not guarantee that negative returns can or will be avoided in any of the portfolios recommended. An investment made in a security may differ substantially from its historical performance and, as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk of experiencing investment losses.
Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.