Financial Strategies Consulting

Fixed Income Annuities can turn your retirement assets into a "Pension Like" strategy.  This strategy will provide you with a guaranteed income source that you can't outlive! 

Picking the Right Annuity

Since there’s no such thing as one-size-fits-all financial planning, some products will be a better fit for some people than others.

For those who have a limited amount of funds that they can't afford to lose due to the volatility of the stock or bond market or just want to sleep better knowing they have some guarantees in place, annuities are an excellent vehicle in their retirement strategy. Before considering this investment vehicle, you’ll want to know more about your options.

An annuity is an insurance product originally created to prevent people from outliving their money by providing guaranteed income until death. This is the primary function or benefit that an annuity provides.  Since there many different types of annuities available to you with a large choice of insurance companies offering them, picking the right product may be a challenge. Our firm will assist you in finding the right annuity for your goals and objectives.  We make sure the fees associated with the annuity contract are competitive and that are essential for your goals and objectives.  Make sure the companies issuing the contracts and the guarantees in the contract have solid balances sheets and solid ratings from the various financial rating organization. And finally, the type of annuity implemented is the correct product to meet your goals and objectives.  ​


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