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First Choice Wealth & Retirement

First Choice Wealth & Retirement
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WHAT'S NEW

WHAT'S NEW

WHAT'S NEW

Informational content to aid you in making decisions about insurance and retirement planning:

Click on the icons below to download a PDF file of our resource documents:

Annuities & Riders Simply Explained

Retirement Income Worksheet

Secure Retirement Funds & Savings

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  • About Us
  • Contact
  • Our Process
  • Resources
  • Services
  • What’s New

First Choice Wealth & Retirement

1971 Lee Road Suite # 205
Winter Park, Florida 32789
(407) 487-8124
info@firstchoiceretirement.com

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Compliance

Investment advisory services are offered through IAMS Wealth Management, LLC, an SEC-registered investment adviser. IAMS Wealth Management, LLC only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of IAMS Wealth Management, LLC by the SEC or any state securities authority and does not mean that it has or that its investment adviser representatives have achieved a specific level of skill, training, or ability. IAMS Wealth Management and First Choice Wealth and Retirement are independent entities. Neither IAMS Wealth Management nor First Choice Wealth and Retirement are engaged in the practice of law or accounting. Jonathan Jung is an investment adviser representative of IAMS Wealth Management, LLC, an SEC-registered investment adviser. Investment adviser representatives only conduct business in states where they are properly registered or excluded from registration requirements.

The information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

© FIRST CHOICE WEALTH & RETIREMENT   |   1971 LEE ROAD SUITE # 205 WINTER PARK, FLORIDA 32789   |   (407) 487-8124   |   INFO@FIRSTCHOICERETIREMENT.COM