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Allan Lorenzo

408.458.8389
allan@exertusfp.com

About Us

We are driven to educate families on a strategy that allows them to achieve stock market growth without stock market risk while providing a tax-free retirement income as long as they live.

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© 2019 AgencyRocket, LLC

All information on this website is provided as general education and is intended to be used for informational purposes only. It is not intended as a solicitation for you to buy or sell securities; buy or sell registered investment advisory products; buy or sell any type of insurance product; or buy or sell any type of non-licensed product. Nothing contained on this website shall be construed or interpreted by any party as a commitment or intent to purchase or sell any products or services; to initiate discussions; or to engage in any business relationship, contract, or future dealing with the other party. The phrase “my new retirement” does not suggest any endorsement of any particular product and is based on assumptions. The strategies and information provided on this website might not be the best solution in all cases. Please consult your investment advisor for specific information regarding suitability for your particular circumstances.

Projections and information provided on this website regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. The use of alternative assumptions could produce significantly different results.

No tax information contained in the analysis should be construed as any tax advice. Please consult your tax advisor for specific tax advice.