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Financial Planning 101

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Pathway To Retire LLC (PTR) are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

PTR is not affiliated with or endorsed by the Social Security Administration, Centers for Medicare & Medicaid Services (CMS), or any other government agency. Any comments regarding safe and secure investments and guaranteed or protected income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. PTR does not give individual tax advice. All Tax strategies are for educational purposes and should be fully vetted by your trusted tax professional before implementation. All correspondence & communication with PTR may be recorded and archived for compliance purposes. Indexed Insurance Products are illustrated using historical data and may not perform in the future as illustrated. You may opt out of phone, SMS & Email communication at any time by replying and/or sending us proper notice to info@PathwayToRetire.com. Insurance companies are rated on their financial strength by outside rating companies. These ratings are published and are subject to change. Not all established insurance companies are "A" Rated.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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