Secure Your Financial Future with Angela and Tony

Retirement is one of life's most significant transitions, filled with uncertainties like market volatility and changing tax laws. At this exclusive event, Angela and Tony, co-founders of The Solution People, will share their expert strategies to help you navigate these challenges and secure a comfortable retirement.

  • Learn why the real recession may be yet to come and how you can prepare now!
  • Find out how the new tax plan could impact your IRA/ROTH/ 401k Retirement!
  • How to coordinate Social Security with your other sources of retirement income.
  • Learn ways to lock in growth NOW, before the next market downturn.
  • What is the Consolidated Appropriations Act (CAA), 2021 & how does it change Qualified Retirement Plans?
  • The biggest risks to a secure retirement – and how to overcome them!

Confluence Tech Center

Location
285 Technology Center Way #102
Wenatchee, WA 98801

Date & Time
Wednesday, June 19th at 6:00 PM

Don’t miss this opportunity to gain the knowledge and tools you need for a secure and prosperous retirement. Utilize the form below to reserve your spot!

Registration ends on June 16th. Sign up today to secure your spot!

Privacy Policy: We hate spam too! Your information is not shared or sold with any 3rd party and is only used in regards to event attendance. By filling out this form you may receive a follow-up SMS or email in regards to this event.

Angela Gaston

After starting her financial career in 2014 with a firm that required quotas and financial minimums of clients, Angela realized she preferred to offer services to everyone from any background and present–day circumstances. She partnered up with Tony Velickoff and cofounded The Solution People in 2016, an independent advisory firm offering financial planning and education to those who want to generate, grow and protect their hard earned monies.

Angela believes that building client relationships is the foundation of all good and honest business. Today’s world of retirement planning can be challenging, so Angela’s mission is to educate and assist clients through the maze. She helps families protect their wealth by creating roadmaps that maximize retirement cash flow and Social Security income, as well as insulate against market volatility and the potential of rising taxes. One of her passions is helping and advising women feel more confident and competent about their retirement.

Angela is fully licensed and serves clients in Washington, Arizona, and Florida. She invites you to give her a call or email to set up a complimentary strategy session.

Tony Velickoff

Tony began his career in financial advising in 2014 and it has turned into a passion. Financial education and awareness are the top priorities of The Solution People, an independent financial advisory firm he co founded in 2016. The firm’s mission is to build multi-generational relationships and guide families to wealth creation and preservation. The firm focuses on minimizing tax liabilities and maximizing Social Security benefits in retirement.

Tony is a third-generation Veteran of Foreign Wars. He shares the appreciation and love for his country and the freedom it provides with other veterans and service members. The United States is a great place to live and prosper and his firm works to help as many prosper as it can.

Investment advisory services provided by Tucker Asset Management LLC, an SEC Registered Investment Advisor. Merit Advisory Partners LLC is independent of Tucker Asset Management.

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