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10 Lower West Street, #592Annandale, NJ 08801Phone: 908-314-9225
Fax: 908-238-1825
Satellite Locations - By Appointment Only:
Bedminster, NJ
Short Hills, NJ
Berkeley Heights, NJ
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Madden Wealth Advisors, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Madden Wealth Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
References to guaranteed income for life or asset protection are associated with indexed annuities backed by the financial strength and claims-paying ability of the issuing insurer. Safe money or guaranteed income streams are not in any way securities or investment advisory products. Investing involves risk and no guarantee of safety or security from loss of principal can ever be made. Fixed Insurance and Annuity products are not offered by Retirement Wealth Advisors.
WealthGuard™
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.
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