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Rightsizing for Retirement

What does your home really cost?

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Office: (860) 758-5013

Fax: (860) 758-5011

1654 King Street

Suite 6

Enfield, CT 06082

info@charthousewealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Charthouse Financial Group, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Charthouse Financial Group are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.

Charthouse Financial Group and Wealth Management does not offer legal or tax advice.

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Charthouse Financial Group and Wealth Management is a Better Business Bureau (BBB) Accredited Business since 10/24/2024 and rated A- since 10/24/2024. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from Charthouse Financial Group and Wealth Management the form of membership dues to obtain accreditations. Charthouse Financial Group and Wealth Management’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.