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Retirement Planning

& Annuities

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

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Annuities

Retirement Planning?

Are you curious about a principally protected program that could provide you with Guaranteed Income for Life?

What is a fixed-index annuity?

A fixed-index annuity protects your principal against market fluctuations, and can offer a consistent rate of return.

What is a fixed annuity?

This is similar to a tax-deferred CD, with a fixed rate for a limited period of time.

What is a variable annuity?

In this annuity, your money is invested in mutual funds that go up and down, you can lose money in this program as your principal is not fixed or guaranteed. It does offer tax deferral.

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Benefits a Fixed-Index Annuity Could Provide For You

  • 11% Upfront Bonus

  • Strong Index Performance & Guarantees

  • No Commission

  • Guaranteed Lifetime Income (Available After 12 Months)

  • Principle (and all earned interest) Insured & Protected

  • Performance has averaged over 9% over the last 10 years (but not a guarantee going forward)

  • This can give you a check per month for the rest of your life - Guaranteed!

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(Principal guarantees are backed by the claims paying ability of the issuing insurance company. Please read your insurance/annuity contract carefully to understand the terms and conditions that apply- annuity rates and returns are subject to change and may vary. Fixed-insurance products are not related to any SEC registered investment.)

Content Disclaimer:

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional.  Unauthorized use is prohibited.

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