top of page
evening-beach-bike2.jpg

PREPARE FOR THE ROAD AHEAD:

IS AN ANNUITY THE RIGHT INVESTMENT FOR YOU?

Click the button below to automatically download the Annuity Alternatives PDF

​

Disclaimer

Connect Financials' advisors can offer annuities as an Outside Business Activity via their applicable insurance license(s).  Alternative investments regulated by the SEC are offered via a fee based management arrangement as a security through Connect Financial, LLC.

​

Link for FINRA annuity info: https://www.finra.org/investors/insights/complicated-risks-and-rewards-indexed-annuities

TIRED OF CHASING DOWN YOUR ADVISOR?

GET IMPROVED CLIENT CONNECTION

​

Regular Reviews: No more chasing down your advisor.

We schedule Regular Reviews with you.

 

Video Updates: We update you on market changes and new investment strategies frequently.

​

Quarterly Investment Updates: You can join us live every quarter for a market Q&A.

CONNECT FINANCIAL - FORM ADV

​

Copyright © 2022-2025 Connect Financial - All Rights Reserved.

DISCLAIMER This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site or any other statement or statements regarding market or financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any error or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

bottom of page