You can't have a guaranteed lifetime income from non-guaranteed products.
Annuities have a surprising deep, rich heritage dating back more than 2,000 years and have proven to be one of the oldest, most enduring and historically dependable financial tools ever created. The core strength of an annuity is the safety of the funds which emanates from the guarantees that only an annuity can promise.
When it comes to annuities, there is a lot of information out there. They're essentially impossible to properly research because there is conflicting information everywhere you look. Maybe you have already met with someone and they recommended a certain annuity, but you are still not sure it is the best one. We specialize in growth and income annuities and will help you understand the pros and cons. The right annuity can dramatically improve and diversify a retirement plan. It is important you understand these safe retirement options.
Financial planners and Wall Street dislike annuities for one simple reason. An annuity stops the movement of the money. It is money movement the broker and Wall Street needs and loves because money movement means continuous compensation.
Traditional wealth management is not equipped to handle longevity and sequence of return risks. Retirees must self-manage longevity and market risk, which means more assets are required to cover spending goals over an assumed long-term horizon combined with the possibility that poor market returns will chip away at the portfolio value.
We provide the following services:
- Principal Protection
- Growth Without Market Risk
- Guaranteed Lifetime Income
- 401(k) Rollovers
- IRA Rollovers
- Retirement Income Planning
- Asset Based Long Term Care
- Tax Efficient Strategies
- Life Insurance