Annuities offer additional options for your retirement planning. They guarantee a steady stream of income that retirees can't outlive, and we find they can be a valuable tool for certain individuals. Available annuities include:
There are many annuity products on the market – some with high costs or below-market features. Our insurance (CLU®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals can help you navigate this complex area and make the best choices to match your goals and personal circumstances.
Based on our research and analysis, we advise whether annuities are a good choice for you. We help you understand your options, the advantages and disadvantages of each type of annuity, and how annuities can fit within your overall wealth management plan. We provide practical, independent recommendations based on our analysis of your specific circumstances and our own experience.
Using this personalized and holistic approach, we provide practical, independent recommendations on the best type of annuity to meet your goals and what carrier offers the most value to you.