Annuities and Insurance There are many myths and misconceptions about annuities and life insurance, the first one being that they are right for everyone. Before deciding for or against annuities or any insurance solutions you have to make sure you are aware of all the critical facts about the myriad of choices available today. We look at investment and insurance options and weigh their value in achieving your goals. Our approach is to find truth and clarity in the planning process so the greatest benefits at the lowest risk can be achieved.
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Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products through Sharyl Schultz, CLU, MN license # 9110. Investment advisory services offered through HF Advisory Group, Inc., an SEC-registered investment advisor. Ace Tax & Financial and HF Advisory Group are not affiliated.