Annuities

Steady, guaranteed income for the lifetime of your retirement. 

Annuities may be a good solution 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 to reach your individual goals. 

additional services

To help maximize your wealth, your financial life — investments, taxes, insurance, retirement, and estate planning — must be wired together. We connect those different pieces into a cohesive financial landscape so you can unlock new ways to help build, grow, protect and preserve your wealth.