Forging Your Financial Future
Tools and Insights to Help You Achieve a Successful Retirement
As your financial advocate, we provide a wide range of tools and resources to help guide your retirement journey.
Introducing Advocacy Advantage
We commit to ensuring you have full understanding of each and every strategy we implement on your behalf. That’s why we developed our proprietary Advocacy Advantage system. This financial resource program incorporates a wide range of information related to fees, services, value, performance and more to help empower your financial decision making.
The result? Improved outcomes and a better chance of achieving your personal financial and retirement goals.
Schedule a call to learn more.
How to Rock Your Old 401(k) & avoid surprise tax bills
If you're switching employers, or have old accounts just sitting around collecting dust, now's the time to make important decisions that can impact your financial future and well-being. As a taxpayer and saver, you've earned the right to see your savings grow in the most tax-efficient manner possible. Let's write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
You’re Invited!
Join us as we discuss various retirement topics including taxes in retirement, wealth management, and legacy and estate planning.
Why not take a second look at protecting your wealth?
Let The Wingate Group give you a free, no-obligation review of your current plan to see if we can help you better protect your wealth.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! The Wingate Group proudly serves clients throughout the U.S. and we are here to answer any questions or concerns you may have.
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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.