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We shop to find the best products to help you secure your family's lifestyle with integrated wealth management and retirement strategies.
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Every feature of these contracts contains more detail that needs to be part of your due diligence.
Safe Money Movement
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For more information on our process, or how we can help you invest, check out some of the articles below.
Safe Money Math Magic
You need Safe Money Math Magic because you have a limited time before you retire and a 30% to 50% loss would be catastrophic. The two embedded factors that produce the Magic are: Last year, during the market decline, a close friend lost 30% of her mutual fund set for ‘moderate risk’. However, much of […]
Fixed Annuities Fixed Annuities are a legal description defined by Congress as a product that cannot lose your Principal investment or your annual gains once they are locked in. Fixed annuities were created before the advent of IRAs and 401Ks as a way to defer taxes on retirement accounts that were also exempt from lawsuits. […]
What Is Your Niche
In the competition for trillions of dollars in Baby Boomers’ retirement accounts, every major insurance and financial company has come forward with their version of the Hybrid Annuity. Each has tried to satisfy a need of the retiree. What the investor needs to decide is: Once you have decided what is important to you, we […]
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