Resource Library Confirmation

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LifeWealth Investments, LLC d/b/a The LifeWealth Group (“LWG”) is a Registered Investment Adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching our firm name. ADV Form 2B is available upon request. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. MAS, LWG, and SWM are not affiliated companies. Insurance products are offered through the affiliated insurance business Significant Wealth Management, LLC (“SWM”) d/b/a The LifeWealth Group. SWM is not a registered investment adviser. The insurance products offered by SWM are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income etc. streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The LifeWealth Library

Inflation and Your Retirement

Are You Paying Too Much in Taxes in Retirement?

The Greatest Gift: Estate Planning

You've Reached the Retirement Summit

The Changing Story of Retirement

10 Tips to Help Empower Women

Retirement Deadlines

10-Step Layoff Survival Guide

The LifeWealth Library

Inflation and Your Retirement

Are You Paying Too Much in Taxes in Retirement?

The Greatest Gift: Estate Planning

You've Reached the Retirement Summit

The Changing Story of Retirement

10 Tips to Help Empower Women