Rose Line Retirement is a women led retirement planning practice operating under Theus Wealth Advisors, itself a DBA of Marathon Financial Group, LLC, a Registered Investment Adviser. This material is general education and not personal investment, tax, or legal advice. Client examples are composite and illustrative.
Insurance products and solutions are offered through individually licensed and appointed insurance professionals, not through Rose Line Retirement. Nothing herein should be construed as an offer to sell or a solicitation of an offer to buy any securities or insurance products. References to protection, guarantees, or lifetime income streams relate only to insurance products and do not apply to investment advisory services or securities.
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