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3603 Brambleton Ave. Ste C
Roanoke, VA 24018-3659
  • Phone:
    540-774-1452
  • Fax:
    540-774-0990
  • E-mail address: dgoodman @ bandgstrategies.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

Printed from: www.bandgstrategies.com

Contact Us

3603 Brambleton Ave. Ste C
Roanoke, VA 24018-3659
  • Phone:
    540-774-1452
  • Fax:
    540-774-0990
  • E-mail address: dgoodman @ bandgstrategies.com
  • Facebook
 
 
 
 
 
*Securities and investment advisory services offered through Sage Point Financial, Inc., member FINRA/SIPC and a registered investment advisor. Fixed and/or Traditional Insurance products are offered through Baumoel & Goodman Insurance and Financial Strategies. Baumoel & Goodman Insurance and Financial Strategies is not affiliated with Sage Point Financial, Inc. or registered as a broker-dealer or investment advisor.
 
This communication is strictly intended for individuals residing in the states of FL,MD,MI,NC, NV,OH, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 
 
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