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ANNUITIES

Annuities are arguably the most misunderstood financial product in the market today. Despite Wall Street’s strong opposition, near record sales of Indexed Annuities continue to leave traditional brokerage for the safety of the Insurance Industry. Innovative products with higher than ever performance along with the appeal of safety from loss have made them a new “Asset Class” for investors. Our firm’s philosophy is to choose the best investment performance with the greatest safety for our client’s retirement income. So if we think specific annuities would pay significantly more than bonds then we recommend it a part of our client’s portfolio. Higher income payout with safety is an essential retirement priority.

Today there are four different types of annuities available to consumers, and it’s often likely that it would make sense for you to have at least one of them in your overall retirement plan. To schedule a time to discuss your financial future and the potential for incorporating fixed or indexed annuities in your financial strategy, call us today to set up an appointment.

*Guarantees are based solely on the financial strength and claim-paying ability of the issuing company and compliance with product requirements.

INCOME PLANNING

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RETIREMENT PLANNING

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ASSET PROTECTION

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TAX FREE RETIREMENT INCOME

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ANNUITIES

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TAX MINIMIZATION

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LIFE INSURANCE

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FEDERAL EMPLOYEES

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PREVIOUS METALS INVESTING

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