Resources

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Resources

Start planning on your own with these resources.

Then call us to help make sure we do everything we can to help you.

You don’t have to wait. You can use these calculators and whitepapers to get started on your journey. Once you have an idea of where you’re going, you can call us to sit down and double-check your work. We’re happy to assist in any way we can with your goals.

Start planning on your own with these resources.

Then call us to help make sure we do everything we can to help you.

You don’t have to wait. You can use these calculators and whitepapers to get started on your journey. Once you have an idea of where you’re going, you can call us to sit down and double-check your work. We’re happy to assist in any way we can with your goals.

Start planning on your own with these resources.

Then call us to help make sure we do everything we can to help you.

You don’t have to wait. You can use these calculators and whitepapers to get started on your journey. Once you have an idea of where you’re going, you can call us to sit down and double-check your work. We’re happy to assist in any way we can with your goals.

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Calculators

Sequence of Returns

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Life Insurance

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Retirement Income

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401(k) Planning

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CONTACT

435.901.9752

keith.lamb@luparius.com

1424 West 365 North
Midway, Utah 84049

CONTACT

435.901.9752

keith.lamb@luparius.com

1424 West 365 North
Midway, Utah 84049

QUICK LINKS

CONTACT

435.901.9752

keith.lamb@luparius.com

1424 West 365 North
Midway, Utah 84049

Advisory services through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Luparius Asset Management & Brokerage, LLC and RWA are not affiliated. This Email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Wealth Advisors, LLC To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20484 - 2020/10/9

Advisory services through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Luparius Asset Management & Brokerage, LLC and RWA are not affiliated. This Email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Wealth Advisors, LLC To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20484 - 2020/10/9

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