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Consumer Brochures

Our Services
Resource Links

*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security
Quick Facts
Social Security Facts Brochure
Why Fixed
Indexed Annuities?
Fixed Annuity Brochure

*Please note that Freedom Trail Wealth at Dove Mountain and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Freedom Trail Wealth at Dove Mountain may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

FINRA BrokerCheck
Freedom Trail Wealth at Dove Mountain
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Freedom Trail Wealth at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |   Email: dkarlsberg@freedomtrailfinancialaz.com

 

 

 

 

 

 

 

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Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Wealth at Dove Mountain are not affiliated.  Cambridge does not offer tax or legal advice. Freedom Trail Wealth at Dove Mountain is licensed to sell insurance products in the following states: Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Georgia(GA), Michigan (MI), Iowa (IA).

 

Cambridge's  Form CRS (Customer Relationship Summary):  https://url.emailprotection.link/?bOGBnWmJ4qIKs4d_0xKHjBAAePub6Rk8dargarizAD42SabcKhXgWEssLba_GPgZvBusOTKJroIwbynNlz6YBTZL-b1x--uJI-Cc_fSaxPkPUMSbGGzTEmHOLqFqxXexE.  

 

The Arizona Daily Star Readers' Choice 2022 award for Favorite, Best Financial Advisor and 2023 & 2024 awards for Winner, Best Financial Advisor are based on a poll of the newspaper's readers, results released annually in September. This award is not based on investment performance. 

 

Membership to Financial Services Institute's Advisory Circle of Excellence 2022 is determined following a thorough review process that examines a member's engagement and contributions to advancing FSI's mission as well as their commitment to the advancement of the financial services industry as a whole. FSI members earn engagement points for meeting with legislators and regulators, hosting congressional events, and responding to calls to action, among other activities designed to increase and enhance the organization's advocacy efforts.

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