Annuities
Provide a customizable hybrid fixed income plus growth solution, with no zero risk to your principal.
Appetite for Risk Shifts in Retirement and Annuities Provide an Ideal Solution
Retirement can be an exciting time and it’s important to be ready for it financially. Considering how hard you've worked for your money, you should have a strategy in place to protect what you've earned. You may have questions about retirement such as, “Will I outlive the money I’m saving?" or "Will I be able to take care of my loved ones after I’m gone?”
Annuities are retirement solutions that can protect you from market downturns and help you meet your evolving financial needs. They offer opportunities to continue safely growing your portfolio tax-deferred, provide a guaranteed lifetime stream of income and share your legacy with the people and causes you care about.
Solutions Offered
Fixed Annuities
Guaranteed interest earnings and protection with no market participation
Fixed-Indexed Annuities
Greater opportunity for higher interest earnings by tracking external market indexes with options for guaranteed lifetime income
Immediate Annuities
Great for individuals who need the maximum amount of guaranteed income for a period of time, or life
Hybrid Annuities with LTC
A great alternative for individuals who who may not qualify for traditional long-term care insurance.
Single Premium Annuities
Take a leap forward with annuities that pay a significantly higher inetrest rate on lump sum deposits while providing deferred tax benefits without loss of principal.
Why Legacy Retirement Planners?
Aside from wondering which customizable retiremnet solutions will best protect while also continuing to grow your nest egg, you also need to consider which advisor will have your back hroughout your retirement.
I have become a trusted advisor in the financial services industry for over 25 years by recognizing my client’s priorities as they change over time. It is also just as important to me to build a lasting relationship and get out and enjoy the best years of lives together from time to time.
Whether your continued goals for retirement are to reduce market volatiliy in your portfolio, capitalize on efficient tax strategies or protect your assets with innovative long-term care solutions, my experience on wall street will give you an edge in retirement by making you aware of big picture changes that are coming in the years ahead and how to get out in front of them to guarantee that you live the life you desrve in retirement.
