Annuities
Safe Money Solutions
Why Annuities?
Annuities are insurance contracts established for many different purposes, but mainly it’s used to help customers create predictable long-term income using current assets they own. For example, if you own an IRA and are looking to turn that asset into a income producing contract, an Annuity would provide that solution.
Annuities Solve Problems
There are different types of annuities available that will produce a different result. Annuities come in the following structures (Deferred, Immediate, Variable, Fixed). One size fits all is not the proper approach, each of our client(s) present a unique situation.
Benefits of Annuities
Annuity contracts provide many different benefits such as: tax-deferred growth, probate-free estate distribution,
principal protection and long term security.
The Right Annuity Advisor Makes A Difference
We pride ourselves in providing our clients a high level financial planning experience using multiple experts during our process. Our team of financial professionals include (CFPs, CPAs, Estate and Tax Attorneys) allowing us to make sure our clients best interest is first.