Bryant Stone

💰✅ 𝐑𝐨𝐭𝐡 𝐈𝐑𝐀❜𝐬
👉 Join us for 𝑾𝒆𝒂𝒍𝒕𝒉 𝑾𝒆𝒅𝒏𝒆𝒔𝒅𝒂𝒚 in this first chapter on Roth IRA's!

Bryant Stone is a Bloomsburg University of Pennsylvania Business Graduate that started his Insurance and Financial Services career in 2008. Born and raised in Norwich, CT, Mr. Stone excelled in playing football as a youth which eventually landed him a scholarship to play for Bloomsburg. Bryant learned the true meaning of work ethic and leadership while playing and attending college, ultimately helping him excel in his career today.

After graduation Bryant began his career in the mortgage financing industry helping potential homeowners and current homeowners find financing for their home. In 2009, Bryant started his own practice, SFG Tax Advisors, LLC. He currently serves as the Chief Investment Officer of Polimeni Tax and Financial Group, which is partnered with over 25 A-Rated Insurance and Financial services companies which allows him to provide an unbiased approach to his client’s financial planning.

As an Investment Advisor Representative, Bryant brings a holistic approach to each client’s specific situation, taking pride in doing the right thing and putting their goals first.

In addition to his practice, he is also an active partner and National Marketing Director for Top Rank Advisors, LLC, and mentors and trains advisors all over the country.

📧 [email protected]
📞 (919) 300-5870
✅ To schedule a consultation with Bryant Stone: https://calendly.com/bryant-22
Full video here: https://www.youtube.com/watch?v=WXQzE6kKM3M&list=PLqSkOT643lwyGbE85UyX9nmQVBQ_vT9er&index=9

🧐🔑 𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐊𝐞𝐲 𝐀𝐧𝐧𝐮𝐢𝐭𝐲 𝐓𝐲𝐩𝐞𝐬
There are thousands of products in the annuity marketplace. ⚠️Before you make a purchase, it’s important to know the different annuity types, how they vary, and how each one could benefit you. ⚖️

There are 5️⃣ 𝒇𝒊𝒗𝒆 𝒕𝒚𝒑𝒆𝒔 𝒐𝒇 𝒂𝒏𝒏𝒖𝒊𝒕𝒊𝒆𝒔:
✔️ Immediate annuities (SPIAs)
✔️ Multi-year guarantee annuities (MYGAs)
✔️ Fixed annuities
✔️ Fixed index annuities
✔️ Variable annuities

🔹 There are 2️⃣ two main categories which these annuities fall into: 𝒊𝒎𝒎𝒆𝒅𝒊𝒂𝒕𝒆 𝒂𝒏𝒅 𝒅𝒆𝒇𝒆𝒓𝒓𝒆𝒅 𝒂𝒏𝒏𝒖𝒊𝒕𝒊𝒆𝒔. Aside from immediate annuities, all other types of annuities are deferred annuities. 👉 Other ways annuities can differ is if they’re fixed or variable annuities, or the difference in a contract of how interest credits are calculated and given. If you’re looking for a conservative solution with reasonable growth potential, a fixed index annuity may be an ideal vehicle. 👌

📧 [email protected]
📞 (919) 300-5870
✅ To schedule a consultation with Bryant Stone: https://calendly.com/bryant-22

🤔 𝐖𝐡𝐲 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐈𝐬 𝐊𝐞𝐲❓

🔹 Diversification stands as the cornerstone of sound financial planning. It involves spreading your investments across various assets to minimize risk. ⬇️ In retirement planning, this means allocating your savings across different types of retirement accounts. 💰 Each type offers unique tax advantages and withdrawal implications. Through diversification, you reduce risk and enhance your potential financial returns. 😊

𝐖𝐡𝐚𝐭 𝐢𝐬 𝐚 𝐓𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐑𝐀❓

👉 Join us for 𝑾𝒆𝒂𝒍𝒕𝒉 𝑾𝒆𝒅𝒏𝒆𝒔𝒅𝒂𝒚 in this first chapter on Traditional IRA's!

As an Investment Advisor Representative, Bryant brings a holistic approach to each client’s specific situation, taking pride in doing the right thing and putting their goals first. In addition to his practice, he is also an active partner and National Marketing Director for Top Rank Advisors, LLC, and mentors and trains advisors all over the country.

📧 [email protected]
📞 (919) 300-5870
✅ To schedule a consultation with Bryant Stone: https://calendly.com/bryant-22
Full video here: https://www.youtube.com/watch?v=CI6DFvowY98&list=PLqSkOT643lwyGbE85UyX9nmQVBQ_vT9er&index=8