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“Lifestyle Income”: What It Really Means (and How to Get It)


Understanding why one might support your lifestyle—and the other might fall short.


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Disclosure: Pension Plan 2.0, The Better Way to Retire, is an insurance product offered through the insurance business of Fontana Financial Services, LLC. Insurance product guarantees are backed by the issuing carrier’s financial strength and claims-paying ability, not Fontana Financial Services, LLC. Fontana Financial Services, LLC is also an Investment Advisory practice that offers Investment advisory services through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC.  BWA and Fontana Financial Services are independent of each other.   Insurance products and services are not offered directly by BWA, but rather are offered and sold through individually licensed and appointed agents. The insurance products offered by Fontana Financial Services, LLC, are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult a qualified professional for guidance before making purchasing decisions. Investing involves risk, including the potential loss of principal.
 

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