Investment Management


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:

and more…

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.

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