If you are looking to invest your money into policies and products you believe in, then you have come to the right place. We believe in American values and American based investment opportunities. If you would like to meet with one of our America First Financial Planners to see if your current investments are America First click the button below.
We have put together an in-depth guide explaining why its important to invest your money into American companies. Companies that hold your American values. The only way we can Make America Great Again is buy investing in America First!
Download our guide on America First Retirement Plan Today!
We will show you why the current political and economic events in the United States is making it imperative that your retirement strategy is focused on eliminating taxes.
America First Retirement Plan professionals develop results-focused strategies to ensure that unique retirement objectives will be given the best opportunity for success using our planning process, which emphasizes nationalism. Following our processes and guidelines has allowed us to remain true to the mission statement of serving America with retirement guidance built in America. We believe that all financial gains we are entrusted with in this life should be treated with integrity and invested wisely.
When you work with America First Retirement Plan, you are working with an America First Fiduciary (since 2008) that subscribes to God, Country, and Family.
Carlos Cortez Jr. completed his Series 7 in 2007, and Series 66 in 2008, and opened his own investment firm, specializing as an independent fiduciary in risk-mitigated retirement investments. Offering many educational podcasts and webinars, Carlos Cortez holds much experience at working hand-in-hand with you to help individuals to reach their retirement goals. Read More About Carlos…
info@cortezwm.com
(813) 448-3446
3935 Tampa Road, Suite 3 Oldsmar, FL 34677
One of our America First Retirement Planners will contact shortly after filling out this form.
To receive your Guide to an America First Retirement fill out this form. Upon completion one of our Retirement specialist may reach out with further questions or to see how we can help you retire with America First Investments.
One of our America First Retirement Planners will contact shortly after filling out this form.