Disclosures

Investment advisory services offered through Monumental Financial Group d/b/a Bridgemark Wealth Management, a Registered Investment Advisor. Insurance and annuities offered through MFG Insurance Services, Inc. and its associated insurance licensed agents. Bridgemark Wealth Management and MFG Insurance Services, Inc. are affiliated companies.

Monumental Financial Group d/b/a Bridgemark Wealth Management and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Annuity guarantees are backed-solely by the financial strength and claims-paying ability of the issuing insurance company.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Book your complimentary retirement review

Seven Steps To Retirement Success

Request your FREE copy of Winter’s Seven Steps to Retirement Success: The Only Guide You Need to the Most Important Transition of Your Life.

Bridgemark White papers

Request your FREE copy of Bridgemark Wealth Management Whitepapers

Join us for one of our upcoming retirement seminars