Offer Terms: One complimentary printed copy of Retire REGAL®: The Holy Grail of Retirement per household, available only to residents of the United States with a valid U.S. mailing address, while supplies last. To be eligible, you must be age 55 or older and have $1 million or more in investable assets (retirement accounts, brokerage accounts, and savings, including your spouse's, excluding real estate and precious metals). Eligibility is based on the information you provide, which Owens Financial Group, LLC may confirm by telephone before shipping. Owens Financial Group, LLC reserves the right to modify or end this offer at any time and to decline or cancel any request. No purchase, meeting, or other obligation is required to receive the book.
Educational Content: Retire REGAL® is provided for educational purposes only. It is not a financial plan, investment recommendation, tax projection, legal opinion, Social Security claiming recommendation, Medicare recommendation, estate-planning document, or individualized advice.
No Advisory Relationship: Requesting or receiving the book, submitting this form, or scheduling a Retire REGAL® Review does not by itself create an advisory, fiduciary, tax-preparer, attorney-client, or client relationship. Any recommendation or strategy should be reviewed in the context of your complete financial, tax, legal, and insurance situation.
Investment and Insurance Disclosure: Investment advisory services are offered through Foundations Investment Advisors, LLC ("Foundations"), an SEC registered investment adviser. Chris Owens is an Investment Adviser Representative associated with Foundations. Owens Financial Group, LLC is a separate entity. Insurance and annuities are offered through Owens Financial Group, LLC, and Chris Owens NPN #19094788. Advisory clients are not obligated to purchase insurance services from the adviser and may use any insurance brokerage firm and agent of their choice. Insurance and annuity guarantees are backed by the claims-paying ability of the issuing carrier and are subject to product terms, fees, surrender charges, limitations, and suitability requirements. Cash-value life insurance policies require ongoing maintenance and may lapse, be surrendered, or become a modified endowment contract; policy loans and withdrawals may reduce cash value and death benefit and may create taxable income if the policy is not maintained as designed. Roth distributions are subject to applicable Roth IRA and Roth account rules. Social Security and employer pension benefits depend on the continued funding and rules of the responsible government program or plan sponsor; pension benefits may be limited by PBGC coverage where applicable. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Marketing Communication: This page is a public educational and marketing communication. It should not be relied upon as the sole basis for any financial, tax, investment, insurance, retirement, Social Security, Medicare, or estate-planning decision.
Privacy / Lead Information: Information you submit, including your age range, investable-asset range, retirement timeline, contact details, and mailing address, is submitted to Owens Financial Group, LLC, recorded by our hosting provider, and may be routed to third-party workflow or intake systems. It is used to determine eligibility, ship your book, confirm delivery details, and follow up as described in the consent above. If you do not meet the eligibility criteria, your answers are not submitted by this page. This site may also use cookies, analytics, advertising pixels, or similar technologies to understand usage and improve marketing.
Non-Affiliation: Owens Financial Group, Retire REGAL®, and this page are not affiliated with or endorsed by the IRS, Social Security Administration, Medicare, CMS, Department of Labor, or any government agency. References to third-party sites are provided for convenience and should be verified directly with the applicable source.
Trademarks: Retire REGAL® is a registered trademark of Owens Financial Group, LLC. REGAL Stronghold™, Tax Kraken™, Income Hydra™, Legislative Leviathan™, Market Dragon™, Health Basilisk™, REGAL Quest™, Permission Number™, Tax Kraken Threat Assessment™, Market Dragon Timing Test™, Five Realms of Retirement™, and Five Foemen of Retirement™ are trademarks of Owens Financial Group, LLC. All rights reserved. All case studies are hypothetical/composite educational examples unless otherwise expressly stated.
