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The Baby Boomer Dilemma

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Please read the following disclosure required by our Compliance Department. This video is intended for entertainment purposes only. The views and opinions expressed in this presentation do not necessarily reflect the official policy or position of McCarthy Financial Group or Madison Avenue Securities, LLC Kevin C. McCarthy offers securities and advisory services through Madison Avenue Securities, LLC. (MAS), a registered investment adviser & Member FINRA/SIPC. MAS and McCarthy Financial Group, P.A. are unaffiliated entities. Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. McCarthy Financial Group is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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