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Annuities

There is a lot to worry about as you approach retirement, including concerns like
  • Slow growth with investments in “safe” products
  • Retirement account is in stocks but there’s too much risk of a market crash
  • Taxes might eat up too much of my leftover retirement savings when I die instead of going to heirs


For over twenty years we’ve been working with people before and during retirement to help them navigate these concerns and more, and many of our happiest clients have selected Fixed Indexed Annuities as part of their portfolio.


These products which have been available in the US since 1995 grow with the stock market, but since they’re not stocks or mutual funds they keep you safe from market downturns. Best of all, since they lack the fees of mutual funds or the exposure to Probate of equities your money stays with you and your family.


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