As a credible option for any investment or retirement plan, annuities offer a significant number of benefits—should you choose the right one. An annuity is a fixed sum of money paid to an individual each year; typically for the rest of his or her life. Annuities are often in the form of an insurance policy or investment that entitles the investor to a series of these annual payments. By separating the bad from the good, I will help you determine when an annuity should be included in your financial portfolio. Assessing the tax implications of each, I support you to avoid choosing the wrong option, as many factors can affect the amount of each payment. Annuities, while not right for everyone, can be a great decision as annual payments deliver several benefits for many retirees.
As a retirement planner, I will work to determine which annuity investment plan is best for you by building upon your complete financial portfolio most sensibly. I will comprehensively analyze your present and future needs to create a strategy which ensures a bright financial future.
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