Financial_Services_Icon_Tax_Efficiency | Wadadli Financial Group

Call Us Today! (321) 872-PLAN (7526)

Client Login Secure Upload

MENU

Home
About Us
Financial Services
Market Guard^®
FST Media
Workshops
Contact

Phone: (321) 872-PLAN (7526)
Fax: 866.678.6806
Email Address: info@yourwfg.com
Address: 6767 N. Wickham Road.,
Ste. 101, Melbourne, FL 32940

IAPD

Disclosure

Insurance products are offered through the insurance business Wadadli Financial Group. Wadadli Financial Group is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Wadadli Financial Group are not subject to Investment Advisor requirements.

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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Wadadli Financial Group, IPW, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Wadadli Financial Group nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.

Market Guard™ is an SEC registered investment adviser located in Englewood, Colorado Market Guard provides model portfolios and investment products to IPW.

Form CRS | Form ADV Part 2A | Privacy Policy

2958034 - 0624