Investment advisory services offered through Redwood Private Wealth, a SEC-Registered Investment Advisor. Redwood Private Wealth does not provide legal or tax advice. Investment Advisor Representatives of Redwood Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through William D. Burke & Co., Inc. Securities transactions for Redwood Private Wealth clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21927 - 2022/5/31

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