Annuities

Depending on your situation and time horizon, annuities can play a prudent role in income planning in retirement. Annuities have the ability to transfer risk and provide tax-deferred savings, while at the same time protecting principal. Today’s annuities continue to have increasing features and benefits; however, this comes with increasing complexity. We will help make sense of the features, benefits, and risk profile of each annuity product and help you determine if they fit your needs and goals. Being independent agents allows us to take advantage of the widest array of potential annuity products to find the one that best fits your needs.