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 your individual goals.
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.