Buying a secondary annuity can offer you the stability and peace of mind you need by providing a reliable income stream that lasts a lifetime. It's a strategic step towards securing your retirement, ensuring a consistent cash flow, and protecting yourself from market volatility.
Secondary annuities offer better rates due to the competitive dynamics of the secondary market. When individuals sell their existing annuities, it creates an opportunity for buyers to purchase them at potentially more favorable terms. This can result in higher rates of return or more attractive income streams for buyers compared to regular annuities.
Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy sailing, cooking, and playing with my 2 dogs.
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A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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