Most of us today are not aware of the power of annuities. Annuities offer an array of protection and benefits for anyone purchasing one. First there is an option of income for life. Annuities can also offer better than average gains on your investment while maintaining safety of principle. As an owner of an annuity, you may also name beneficiaries in case of an untimely death and funds generally bypass estate taxation. You can enjoy protection from forced liquidation due to lawsuits or bad debts. 

A competent and well educated financial professional can guide you through the maze of annuities available in the marketplace. Let us help you find the right one for you.

ANNUITIES AVAILABLE FOR:

Government qualified plans           Non qualified plans

•  403B Plans
• 457 Plans
• Individual Retirement Accounts (IRA’s)
• Roth IRA’s
• Simplified Employee Pensions Plans

ATTENTION: FLORIDA RETIREMENT SERVICE EMPLOYEES!

We specialize in rollovers from Drop and investment plans; 401k Rollovers, Lawsuit settlements and trust funding.

TYPES OF ANNUITIES OFFERED:

• Single Premium Immediate Annuities
• Fixed Annuities
• Fixed Indexed Annuities            
• Multi-Year Guaranteed Annuities (MYGA)