What is an Annuity?
An annuity is a long-term retirement savings product that can help protect you from outliving your money. It has the potential to grow tax-deferred, have death benefits to protect your beneficiary and optional living benefits to protect your retirement income. You can choose how to fund your annuity, how interest is credited to it and how you take payments from it.
We offer a variety of Fixed Indexed Annuities and Single Premium Immediate Annuities (SPIA) through the top carriers in the market. These include:
After meeting and discussing your short term and long term financial goals, we’ll be able to identify which company and strategy will allow you to achieve those goals.
Our mission is to create a successful future and relationship with our clients. If we determine through our fact finding that our investment options and strategies are not in your best interests at the current time, we will make a recommendation and refer you to one of our partners such as CoreCap Investments below if necessary.
Our strategies include:
Fixed Indexed Annuities
A Fixed Indexed Annuity allows you to capitalize on the upside of the market, while preserving your principle on the downturn of the market. A fixed indexed annuity has the potential for higher interest earnings than a traditional fixed annuity with a guaranteed minimum interest crediting rate. It is designed for the investor that is looking to participate in the market while preserving their assets.
Single Premium Immediate Annuities
In exchange for a lump sum of money (Single Premium), a SPIA pays a guaranteed amount for a specified time period or until you or your spouse dies.
Questions? Ready to talk with an advisor? Contact us today to schedule a consultation!
We work with CoreCap Investments and CoreCap Advisors to provide our clients with further investment options.
CoreCap is registered in 49 states and has over $450 million under their trusted management.
Below is a list of the services CoreCap provides:
- Independent full service Broker Dealer and affiliated Registered Investment Advisor
- Comprehensive, objective, unbiased investment advice and financial planning
- Individual equity and fixed income securities
- Full universe of Mutual Funds, ETF’s, and Separately Managed Accounts
- Alternative Investments
- Defined Contribution/Defined Benefit Plans
- Plan design
- Service provider search
- Fiduciary & Investment Committee support
- Investment selection, review and analysis
- Participant Education
- IRA & IRA Rollovers
- Individual and Business Insurance
- 529 College Savings Plans
- Investment Banking
For more information on these investment management services, visit CoreCap at http://www.corecapinv.com
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Securities offered and sold by and through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Advisory services are offered by and through CoreCap Advisors, a federal registered investment advisor. Tyrone Carr & Associates and the CoreCap entities are separate and unaffiliated companies. Please obtain and review all offering materials before making any investment decisions. This website is not an offer to buy or sell securities nor a solicitation of such offers in any jurisdiction in which CoreCap is not appropriately licensed and registered to make and/or receive such offers.