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Michael Papa

CreatingRetirement Income

NextPhase™ Retirement Income Strategy

NextPhase™ Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life.

The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* streams of income that continue over long periods of time.

This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. NextPhase™ Retirement Income Strategy provides a sound foundation for creating that income.

2 Minute NextPhase™ Video

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Securities offered through Triad Advisors, LLC (Triad), Member FINRA/SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

Triad Form CRS

Osaic Advisory Form CRS

This communication is strictly intended for individuals residing in the states of AL, CO, FL, NC, SC & VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.