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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

· Estate and Trust Planning 

· Retirement Planning

· Education Funding Strategies

· Pension Plan Consulting and Implementation

· Qualified and Non-Qualified Plans

· Asset Allocation Strategies

· Wealth Accumulation Strategies

· Investment Advisory Services

· Life, Accident and Health Insurance 

· IRAs, SEPs,  and 401(k) 

· Annuities

*Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.  Investment Advisory Services offered through American Portfolios Advisors, Inc. A SEC registered investment advisor.  Wealth Advisory Ltd. is independent of American Portfolios Financial Servies, Inc. and American Portfolios Advisors, Inc.