Fiduciary advisory services serving Massachusetts.

annuties

Steady, guaranteed* income for the lifetime of your retirement. 


Annuities may be a good strategy for people who are seeking stable, guaranteed lifetime income, looking to save more for retirement in a tax-deferred vehicle, and/or want asset protection with the potential for growth. An annuity is a contract issued by an insurance company. That company offers the individual a stream of income for a specified period or for the remaining lifetime of the contract holder. We often use annuities as part of a strategy to convert part of your savings or a pension-plan lump sum into a lifetime stream of income. They can provide guaranteed* income for the lifetime of your retirement. If an annuity is a good fit for you, we will work with you to find the right products to help you reach your individual goals.


* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.

How we help

You have spent your life saving and we want to make sure we’re doing everything we can to protect your assets.

THe next step?

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For more information about any of the products and services listed here, schedule a meeting or register for a webinar.
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