One Of Our Three Core Principles:

Reasonable Rate of Return**

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Our First Core Principle Is:

Reasonable Rate of Return** In Retirement

One of our guiding principles, along with keeping your money safe and your retirement approach simple, is helping you earn a reasonable rate of return** in retirement.

Many people are concerned that they may run out of money in retirement. Fortunately, we can walk you through options for generating a decent rate of return** in retirement so that you can keep up with the rising cost of living without running out of money. Nobody wants to have to return to work after they have retired.

Fixed Indexed Annuities

One alternative that could be advantageous for you? A fixed indexed annuity (FIA). One of these products may provide you with indexed interest at a reasonable rate** while the market is up, but cause you no loss when the market is down. You deserve to be confident in the stability of your retirement strategy, and an FIA can assist with that.

Returns on FIAs

The interest rate of an FIA is tracked using an index. If the index climbs above a certain threshold, your FIA will receive interest credit. Your interest rate is then calculated using a variety of parameters, including:

Learn Your Options

Before making retirement decisions, we believe it is vital that you have a thorough understanding of your options. What you do with your money now will have long-term consequences, so make the correct decisions. Inflation, changes in tax law, and stock market conditions will all impact your retirement finances and should be considered. 

Reserve a seat at one of our educational seminar events to learn more about the factors that influence your retirement and what you can do to prepare.

Not only are these seminars educational on various relevant topics, but they come at no cost to attend and typically include a gourmet dinner, also no cost. Interested yet? Alternatively, you might decide to schedule a one-on-one meeting with us to discuss your specific needs and goals. How can you ensure a reasonable rate of return** in retirement? We can help you find out.

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