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Mastering Money 9/30/16

by libsyn | Sep 27, 2025 | Podcast

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Investment Management
Advisor Coaching
Annuity Expertise
Wealth Creation Models

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16220 N Scottsdale Road
Suite 300
Scottsdale, Arizona 85254
By Appointment Only

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800-908-4465

THINK Wealth Advisory, LLC (TWA) is an independent financial services firm with an advisory outreach spanning all fifty states except Arizona, California, New Mexico, and Utah. Investment advisory services are offered through THINK Wealth Advisory, LLC (TWA), an Arizona Registered Investment Advisor. TWA maintains a sub-advisory relationship with AE Wealth Management, an SEC Registered Investment Adviser. Neither the firm, its subadvisors, nor its agents provide tax or legal advice. No market related investment strategy can guarantee a profit or protect against loss in periods of declining values. Investing involves risk, including the potential loss of principal. Any references to protection against market loss or steady and reliable income streams on this website–or in any form of communication– refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

By contacting TWA, you may be provided strategies that utilize insurance products including fixed and fixed index annuities. These should be considered income vehicles for retirement, rather than growth vehicles. Guarantees on annuity products 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 specified holding periods which vary by insurance company and are not FDIC insured. Viewing this website or listening to blogs or radio shows does not begin a professional relationship for investment purposes.

All information offered on radio, on websites, in emails, or brochures are intended as educational and/or promotional. We will only render actual individual investment advice or professional services after the following conditions have been met: 1. Delivery of our form ADV Part II for our firm as well as our sub Advisor AE Wealth. 2. Execution of an Investment Advisory Agreement with THINK Wealth Advisory, LLC. Always seek the advice of your tax preparer for specific tax questions and a qualified attorney for legal or estate planning questions. Fixed and fixed index annuities are long term income and preservation vehicles for retirement.

Mastering Money 9/30/16

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