I am more concerned about the return of my money than the rate of return on my money - Warren Buffett
An annuity is an insurance contract. Generally annuities can help you save for retirement. We help individuals and families who want guaranteed income payments for as long as they live in retirement. We only recommend fixed and index-annuities to our clients who do not what to risks their dollars in the stock market. If you have a 401-k, 403-b, or IRA that you left at a previous employer or not to happy where it is now let's have a conversation where we can show you how you can have greater control and peace of mind with your retirement assets.
Whole life insurances accumulates cash value, this is money that can be used to purchase appliances, autos, homes, fund college education, businesses. Let us show you how it can be income in retirement. We can creat for youa combination of protection and growth based on your goals. It is tax-deferred and we canshow how it can be tax-free.
Annuities and life insurance has other significant benefits that we would be happy to discuss with you. Call or email for an appointment.
