Victory Over Volatility

A Retirement Webinar Event

To Qualify For The $25 Gift Card You Must:

  • Have a minimum of $250,000 in net investable assets and be at least 50 years of age
  • Fill out and submit the virtual review form
  • Attend a virtual or phone financial review meeting with an Alpha 1 Tax & Wealth Advisor

REQUEST MY VIRTUAL REVIEW TODAY AND QUALIFY FOR A $25 GIFT CARD!

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. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. 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 or insurance product. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Insurance and annuities offered through Alpha 1 Tax & Wealth, a separate, unaffiliated entity. Terrell Davis is an ownership partner of Alpha 1 Tax & Wealth and does not directly provide advisory, insurance or tax services.