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Jeremy Finger, CFP®, CIMA®, CEPA

We help you navigate the complexities of retirement and business ownership so you can live your best life. We focus on income planning, Social Security optimization, tax planning, and more. Subscribe for guidance tailored to retirees, pre-retirees, and business owners. Take control of your financial future and prioritize what matters most.

Visit RiverbendWealthManagement.com the firm is an SEC-registered investment adviser, operating in compliance with registration requirements. Information in videos is not personalized advice and reflects current opinions, subject to change with market conditions. Consult a professional advisor before applying strategies, as all investments carry potential risks and rewards.

Video Disclosures

The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Images and photographs are included for the sole purpose of visually enhancing the video. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Case studies are purely hypothetical and are used to illustrate the types of financial issues faced by actual clients. These case studies do not represent the experience of any specific advisory client. Each client’s situation is different, and their goals may not always be achieved. It is unknown if actual clients approve of our services.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.

Riverbend Wealth Management, LLC received the Best of the Beach award in 2023 and 2024 in The Sun News, Myrtle Beach, South Carolina in conjunction with NERUS Strategies LLC. The award is granted based on online votes gathered from readers. No compensation was paid to be considered for the award. Third-party rankings and recognition from rating services, organizations, and publications do not guarantee future investment success. Working with a highly-rated advisor also does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of Riverbend Wealth Management, LLC by any client. Please contact Riverbend Wealth Management, LLC for more information regarding how this rating was formulated.

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