Menu

Home
About
Services
WealthGuard™
Events
Media
Radio
Blog
Contact

A Strong Education Means a Bright Future

We provide complimentary seminars to those looking to learn more about successful financial planning.

Sorry, there are no upcoming events.

Name*
Email*
Phone*
# Of Attendees
Date Attending
Comments
This field is for validation purposes and should be left unchanged.

st. george • office

1611 E. 2450 S.
Bldg. #6
St. George, UT 84790
Phone: (435) 688-9500

henderson • office

2520 St. Rose Pkwy
Suite 317
Henderson, NV 89074
Phone: (702) 900-8177

ERIC NIMMER AND TAYLOR CAMP ARE INVESTMENT ADVISOR REPRESENTATIVES WITH RETIREMENT WEALTH ADVISORS, INC. (RWA). INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH RWA. ASHTON & ASSOCIATES ARE NOT AFFILIATED WITH RWA. ABE ASHTON IS LIFE AND ANNUITIES LICENSED #: 586769, INSURANCE AND ANNUITIES OFFERED THROUGH ABE ASHTON.

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.

ANNUITY GUARANTEES RELY ON THE FINANCIAL STRENGTH AND CLAIMS-PAYING ABILITY OF THE ISSUING INSURER. ANY COMMENTS REGARDING SAFE AND SECURE INVESTMENTS, AND GUARANTEED INCOME STREAMS REFER ONLY TO FIXED INSURANCE PRODUCTS. THEY DO NOT REFER, IN ANY WAY TO SECURITIES OR INVESTMENT ADVISORY PRODUCTS. FIXED INSURANCE AND ANNUITY PRODUCT GUARANTEES ARE SUBJECT TO THE CLAIMS-PAYING ABILITY OF THE ISSUING COMPANY AND ARE NOT OFFERED BY RETIREMENT WEALTH ADVISORS.

THIS INFORMATION IS DESIGNED TO PROVIDE GENERAL INFORMATION ON THE SUBJECTS COVERED. THE SPECIALIZED INFORMATION WE PROVIDE REGARDING TAX MINIMIZATION PLANNING IS NOT INTENDED TO (AND CANNOT) BE USED BY ANYONE TO AVOID PAYING FEDERAL, STATE OR LOCAL MUNICIPALITIES TAXES OR PENALTIES. YOU SHOULD SEEK ADVICE BASED ON YOUR PARTICULAR CIRCUMSTANCES FROM AN INDEPENDENT TAX ADVISOR AS TAX LAWS ARE SUBJECT TO INTERPRETATION, LEGISLATIVE CHANGE AND UNIQUE TO EVERY SPECIFIC TAXPAYER’S PARTICULAR SET OF FACTS AND CIRCUMSTANCES.

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.