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P: 503-364-0950
TF: 800-258-7077

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Retirement Income Planning Requires Realistic Spending Assumptions
Kimberly Harris | Aug 11, 2020

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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Is a Fixed annuity Right For You | Great Oak Financial
Kimberly Harris | Aug 11, 2020

Is a Fixed annuity Right For You?

Investments
Annuity

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and

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Salem Heights Plaza

3468 Liberty Rd S, Salem, Oregon 97302

Phone: 503-364-0950
Fax: 503-364-5356
Toll Free: 800-258-7077
Info@greatoakfin.com

 

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Great Oak Financial Group mailing address: PO Box 3937, Salem, OR 97302

Office at Salem Heights Plaza: 3468 Liberty Rd S, Salem, OR 97302

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisors listed on the site. Visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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