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MAIN OFFICE
37000 Grand River Ave., Ste 250
Farmington Hills, MI 48335

P: (800) 957-0403

E: office@srfcenter.com

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Retirement Planning
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Social Security Maximization

Charles and David Bartman are not affiliated nor endorsed by the Social Security Administration or any other government agency. Insurance products offered through Charles and David Bartman, licensed in MI.

Investment advisory services offered through Prostatis Group, LLC, a Registered Investment Advisor. Charles Bartman, David Bartman, and Senior Financial Center are not Affiliated with Prostatis Group LLC.

Insurance products, including annuities, offered through Charles Bartman, licensed in MI #: 0414189, and David Bartman, licensed in MI #: 0480318.

The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Fixed insurance and annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuities are not FDIC-insured or insured by any other federal agency. Annuities are not guaranteed by any bank or savings association. 1041422-1220

Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

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