© Copyright 2025, EJC Insurance & Financial. All rights reserved. We are not a law firm and do not provide legal or tax advice. In all cases, we recommend you consult with estate planning attorneys, CPAs and/or tax professionals.
Check the background of this investment professional on FINRA’s BrokerCheck.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19738 – 2020/1/30
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Securities and investment advisory services offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC and a registered investment advisor. EJC Insurance & Financial and SOSI are independent companies.
View EJC Insurance & Financials Silver Oak Securities, Inc. (SOSI) FORM CRS
