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RETIREMENT PLANNING

RICKSTAR Financial Retirement Plans are both diversified and based on our individual clients’ needs. It is our goal to make your retirement free from worry. There are many different plans and options, and may seem difficult to determine the optimal solution. We understand that retirement planning can be a complex subject to face but with wise planning you will reach your desired retirement.

At RICKSTAR Financial, we take your financial security and your goals seriously. By getting to know you and your financial situation, we carefully offer ideal but realistic solutions for retirement planning. When we find the best solution, we inform you of what you need to do to effectively plan for retirement. This way, instead of dealing with undue stress, you can spend time doing what you have worked so hard your whole life planning to do.

In planning your retirement, we assist you in your optimal 401(k)/403(b) rollover, whether it be a partial or a full rollover. We assess any social security benefits, current pensions, other applicable sources of income, and the uncertainty that goes with these benefits. We inform you of the tax benefits, implications, and risks of different financial decisions that could affect your optimal retirement. Choosing a suitable retirement plan and staying informed of the constantly evolving tax laws can be a complicated task. We are dedicated to monitoring the ongoing tax law changes.

Life at times has the tendency to throw us a curve. Life event changes, and unanticipated expenses can destroy a retirement which is poorly planned. At RICKSTAR Financial, we take the unforeseen into account when planning for your future.








Rickstar does not provide tax advice. Clients should consult a professional tax adviser for tax advice needs.

This website should not be deemed as an offer or solicitation in states where the registered representative(s)/investment advisor(s) is not registered to provide services. This communication is strictly intended for investors residing in the following states: CO, FL, GA, IL, LA, MI, NJ, OH, PA, TX, VA, WA, WI. Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, and risk tolerance and the investors review of appropriate offering documents. Past performance is not guarantee of future results.

Securities licensed in: CO, FL, GA, IL, LA, MI, NJ, OH, PA, TX, VA, WA, WI. Investment Adviser Representative in: MI. Insurance licensed in: MI.

Securities offered through Newbridge Securities Corporation, member FINRA/SIPC and investment advisory services offered through Newbridge Financial Services Group, Inc, an SEC Registered Investment Adviser.

Newbridge Securities Corporation clears its securities transactions on a fully disclosed basis through COR Clearing LLC. COR Clearing, Member of the Securities Investor Protection Corporation – SIPC which protects securities customers of its members up to $500,000 (including up to $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. COR Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million. This coverage does not protect against the loss of the market value of securities. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market.

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