Navigating Retirement’s New Horizons

As we embrace the dawn of a new year, contemplating the departure of a loved one may not be the most festive topic, yet it’s an
essential consideration for any forward-thinking planner. When you initially chose your retirement plan, you were likely prompted
to designate a beneficiary.

This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.

Past performance is not a guarantee of future results. Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor.  Head Investment Partners and Triad Advisors, LLC are not affiliated.