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FLOTT FINANCIAL STRATEGIES

Live Well

Simple, innovative, straightforward
retirement planning

LiveWell Mutual Fund IRA video by Sammons Retirement Solutions

Whether you're conservative or aggressive...already retired...or decades away

The LiveWell® Mutual Fund IRA makes it easy to build a retirement solution tailored to your risk tolerance and investment horizon.

More than 160 mutual funds from 20+ respected fund managers in one convenient program.

  • ONE low recordkeeping fee with standard fund expenses

  • No front-end loads, no back-end loads

  • No charge to reallocate or rebalance¹

  • No charge for systematic withdrawals

  • No fees for automatic required minimum distributions

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck