2820 West 23rd Street
With our clients, our office searches the strategies as they strive to preserve values of capital or income potential that can help in the present and the future with the objective of optimizing benefits over the long term.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
We work with our clients to find insurance products that can help to protect income replacement for the individual or family
You've worked hard, let us help you find ways to strive to protect what you've built.