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Taxes in Retirement

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Location:

4125 E Lake Rd S
Palm Harbor, FL 34685 United States

Date:

February 21, 2023

Time:

12:30 pm

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Phone: 727.250.4130
Fax: 727.601.1216
Email: admin@sterlingbridgefg.com

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32801 US Highway 19 N #200
Palm Harbor, FL 34684
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There are no warranties implied.

Sterling Bridge Financial Group is a Registered Investment Adviser located in Palm Harbor, Florida. Sterling Bridge Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sterling Bridge Financial Group’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of Sterling Bridge Financial Group’s website on the internet should not be construed by any consumer and/or prospective client as Sterling Bridge Financial Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Sterling Bridge Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sterling Bridge Financial Group, please contact the state securities regulators for those states in which Sterling Bridge Financial Group maintains a registration filing. A copy of Sterling Bridge Financial Group’s current written disclosure statement discussing Sterling Bridge Financial Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website (www.adviserinfo.sec.gov) or from Sterling Bridge Financial Group upon written request. Sterling Bridge Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Sterling Bridge Financial Group’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information 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.

Insurance products and services are offered and sold through Senior Benefit Resources and individually licensed and appointed insurance agents.

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