ANNUITY PLANNING

WILL I OUTLIVE MY MONEY?

I've worked with people in their retirement years for over a decade, and I find that to be the biggest worry for most retirees. And it is understandable. Things cost more. We live longer. And times are more uncertain than ever.

My job is simple. It's to show you how to protect the money you have worked so hard to accumulate. Topics I commonly discuss with my clients are:

• How to protect your assets and develop a plan for Long Term Care if were to become necessary 
• Protecting your assets from market volatility
• Allow you a safe and easy way to leave a legacy gift to someone you love.
• How to set up a supplemental stream of income that is guaranteed to last your entire life. 

Fixed and indexed annuities can be a great tool to help you with some of these issues.