Protecting Your Retirement Dreams

See Your Options

 We are back open and taking appointments in all locations! We have masks and hand sanitizer on location and are following all respective state social distancing guidelines.

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Keys To Protecting Your Retirement Dreams

Safety 1st

We know how hard you work to earn money for use now and in the future.  Our worst fears would be that all that hard-earned money disappears because it was put in a spot with high volatility and too much market risk.

Reasonable Return

At 1st Opulence Financial, it is our goal to help you earn a reasonable, conservative return on your money over time.  We offer our clients products that not only protect their principal and interest, but also allow them the opportunity to get a reasonable return over time.

Keep it Simple

It is not our job to complicate financial matters for you.  We believe in a simple and easy-to-understand approach that will actually help you understand exactly how everything works.

GUARANTEED LIFETIME INCOME

When it comes time to solidify the amount of income you’ll have in retirement, it is best to do some research and approach the problem from as many angles as possible.  It’s never a good idea to approach that long-awaited day with excess market exposure.  We’ve all seen that happen in the past.

Now, many people who thought they would retire comfortably will need to take less income or keep working.  Is there a way to guarantee a stream of income throughout retirement?  The answer is yes, but strategies for maximizing the amount of income will vary.

By contacting Brian Whitaker or 1st Opulence Financial WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic #W610386, you may be offered information regarding the purchase of insurance products.

Investment advisory services offered through Gibbs Wealth Management a Registered Investment Advisor in the state of Wisconsin. Gibbs Wealth Management DBA Great Lakes Wealth Manage¬ment is an Investment Advisory Representative in the State of Wisconsin. Insurance products and services are offered through 1st Opulence Financial. GWM and 1st Opulence Financial are not affiliated companies. GLWM and 1st Opulence Financial are affiliated companies.