Free Reports

8 Things You Must Know Before Buying an Annuity

Considering an annuity? What are the pros and cons? This report details some of the most important things you’ll need to consider before purchasing an annuity.

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Alternatives to Certificates of Deposit – Combatting Historically Low Interest Rates

Frustrated with low rates? Looking for alternatives? Request this free report to learn about your options!

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Diversification – Are Your Assets Diversified With Your Taxes in Mind?

Many investors fail to consider the importance of reducing taxes. This report will share with you one overlooked element in diversification – taxes!

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Are You Taking Unnecessary & Unwanted Market Risks?

Riding the stock market roller coaster? Wondering if you need to be? This free report will share some important considerations in reducing risk within your portfolio.

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9 Common Mistakes Investors Make With Their 401(k)

Rolling over a 401(k)? Changing jobs? Don’t make these common 401(k) mistakes!

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Common Beneficiary Mistakes

This report details some of the most common mistakes people routinely make when naming beneficiaries. Think you’ve got it figured out? Don’t think it could happen to you? Request this report today!

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Understanding the difference between accumulation and distribution

Thinking about retirement? Already enjoying retirement? Many retirees routinely overlook one serious risk facing them when it comes to taking income from their portfolio. This report highlights this risk and breaks down the difference between accumulation and distribution.

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Cost of Long Term Care Survey


Wondering how much long term care is in your area? The first step in planning is to get your hands on the most recent Cost of Care Survey which details the costs for each of the different 50 states. Request this survey today!

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Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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