A Balancing Act

The approach to retirement is a balancing act between growing and protecting assets. In general, the closer we get to taking retirement income, the more the balance tends to shift toward protecting years of hard-earned dollars. That balance may be more relevant now than ever. Call us if you’d like to discuss what options you have where your principal is protected and your risk is lower. We’re always here to help.

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By contacting Dustin Grimes OH Insurance License #804074 / DPG Senior Signature Solutions / DBA Grimes Financial Partners OH Insurance License #1130721, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.