Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA / SIPC. Advisory services offered through Concorde Asset Management (CAM), an SEC registered advisor. Insurance offered through Concorde Insurance Agency (CIA). TADA Wealth Advisors is independent of CIS, CAM and CIA TADA Wealth Advisors does not oﬀer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS
The case study does not reﬂect actual clients. Any reference to securities is based upon historical data that is public sourced. No statement made herein is to sug-gest stock market performance or future performance, and no case study is used to imply future performance. The case study is intended to illustrate services available through the adviser. They do not necessarily represent the experience of any clients.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
While case studies are of actual situations, photos, names and details are modified for confidentiality reasons.