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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.

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Learn how to access your retirement income penalty-free using 72(t). Serving Clients Nationwide.

Learn About 72(t) Penalty-Free Income Powered by the Spivak Financial Group

Spivak Financial Group Logo-100x100Securities 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.

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QUALITY OF SERVICE

You are entitled to a high level of proactive, courteous service.

TRUSTED ADVISOR

You have a right to work with trustworthy, dependable, independent wealth advisors.

RECOMMENDATIONS

You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.

CONFIDENTIALLY

You have the right to the strictest levels of confidentiality with information given to our team.

PROMPT RESPONSE

You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.

EDUCATION

You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.

ACCURACY

You have the right to accurate third party reporting of all managed accounts.

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Please Note: We are a full service Financial Planning and Asset Management Firm that works directly with individuals and business owners nationwide and we don’t provide advice to other financial professionals.
We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party. Nor will we send you unsolicited email.

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Ask Us About Our No Risk, No Fee 72(t) Solution Today!

 

Learn how to access your retirement income penalty-free using 72(t). Serving Clients Nationwide.

Learn About 72(t) Penalty-Free Income

Spivak Financial Group Logo-100x100Securities 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.

TRUSTED ADVISOR

You have a right to work with trustworthy, dependable, independent wealth advisors.

RECOMMENDATIONS

You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.

CONFIDENTIALLY

You have the right to the strictest levels of confidentiality with information given to our team.

PROMPT RESPONSE

You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.

EDUCATION

You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.

ACCURACY

You have the right to accurate third party reporting of all managed accounts.

72t-Professor-Early-Retirement-800x732

Serving Clients Nationwide

Request a No Risk,
No Fee
72(t) Solution
Consultation- Today!


Please Note: We are a full service Financial Planning and Asset Management Firm that works directly with individuals and business owners nationwide and we don’t provide advice to other financial professionals.
We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party. Nor will we send you unsolicited email.

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