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Malloch Wealth Meeting Review

Request a “Three-Things, No-Strings” ORP Assessment Consultation Now

Would you go to Las Vegas and bet money you could not afford to lose? Given the choice, most people would not.

Yet many approaching retirement – even PHD’s and savvy professors – are betting money in the markets today that is vital for their retirement tomorrow.

Others selected their portfolio many years ago. Now as they approach retirement, it is out of date for their current situation.

Schedule your Consultation today to see if you can get more for your money without paying more.

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In this consultation, we look at your goals and situation and help you answer the following three questions:

Do your plan investments match your “personal investment strategy” and risk tolerance?

Will “buy and hold” with your current investments enable you to reach your goals?

Who gets paid with your current plan and how can you get more for your money?

"Try us out with a “Three-Things, No-Strings” Assessment Consultation today."

- Scott Malloch

You may also call (979) 830-3873 or email info@mallochwealthmgmt.com.

Contact

Mobile: 979-830-3873

314 South 5th Street

Crockett, TX 75835

Series 66, 63, Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC)

info@mallochwealth.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Advisory services offered through Malloch Wealth Management, a Member of Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. Insurance products and services offered by Scott Malloch, an independent, licensed, insurance agent. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation. This site may contain links to articles or other information that may be contained on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third party website.