Annuities

Annuities can be powerful tools—when used correctly. They offer security, predictability, and the ability to protect against market losses and longevity risk. We help you determine whether an annuity fits your financial goals, and if so, structure it in a way that eliminates unnecessary risk, fees, and taxes while maximizing your long-term benefits.

How We Can Help

• Explain annuity types in clear, simple terms
• Evaluate whether an annuity is the right fit for your goals
• Analyze existing Indexed Annuities for performance, index allocations, and actual return especially if the indexed annuity was purchased prior to March of 2022.
• Build income strategies that can’t be outlived
• Protect savings from market downturns
• Use annuities to reduce taxes, inflation risk, and volatility
• Compare existing contracts to ensure you’re not overpaying in fees
• Integrate annuities into broader financial planning for greater security