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Social Security Workshop

July 15 | 6:15 pm

Charles Mack Citizen Center
215 N Main St | Mooresville, NC 28115 | Directions

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Our Location:

5970 Fairview Rd. | Suite 400 | Charlotte, NC 28210
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Our Location:

5970 Fairview Rd. | Suite 400
Charlotte, NC 28210
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704.302.1141

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Advisory services offered through Blue Wealth Inc. Blue Wealth Inc. and Blue Financial are affiliated entities.

Blue Wealth Inc. is a registered investment adviser in North Carolina and can only provide service in states it is registered or exempt from being registered. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance 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.