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403(b) & 457 Plans
403(b) Retirement Plans
403(b) Retirement Plans
403(b) Retirement Plans
Those who contribute to a 403(b) include: Employees of public schools, state colleges, and universities. Public school employees of Indian tribal governments. Church employees.
457 Retirement Plans
403(b) Retirement Plans
403(b) Retirement Plans
Employees and independent contractors of state and local governments, as well as some non-profit organizations, may qualify for a 457(b) plan.
Disclosures
Brookwood Investment Advisory
Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.
Insurance Related Recommendations
Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.
You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.
Tax and Law
Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.