Want To Take Retirement Income Now?
Are You Close to Retirement and Need or Want an Additional Stream of Income?
Learn About 72(t) Penalty-Free Income
Do You Have $200,000 or More in Your 401(k), IRA or Other Qualified Retirement Plan?
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A 72(t) strategy can create penalty-free income from your IRA, 401(k), 403(b), pension or retirement fund.
Are you under age 59 ½ and need retirement income now?
Learn how to access your retirement income penalty-free using 72(t). Serving Clients Nationwide.
72(t) Specialists Powered by the Spivak Financial Group
What is 72(t)?
Securities and Advisory services offered through Centaurus Financial, Inc., member FINRA and SIPC and a Registered Investment Advisor. Supervisory Branch: 2300 E. Katella Avenue, Suite 200, Anaheim, CA 92806 (714) 456-1790. Centaurus Financial and the Spivak Financial Group are not affiliated companies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Client Bill of Rights
QUALITY OF SERVICE
You are entitled to a high level of proactive, courteous service.
You have a right to work with trustworthy, dependable, independent wealth advisors.
You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.
You have the right to the strictest levels of confidentiality with information given to our team.
You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.
You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.
You have the right to accurate third party reporting of all managed accounts.
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Our mission is to help those under age 59 ½ to utilize and enjoy their retirement money without the tax penalty associated with early retirement due to corporate downsizing, voluntary retirement or unexpected loss of work.
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