Can annuities help you achieve your financial goals? Our advisors are knowledgeable about annuities and can help you decide if they are right for you. Whether you want to have a guaranteed income, save more for retirement, or build wealth, annuities can be an excellent addition to your retirement plan.
Annuities can be a great way to help make your money work, but many people may not understand the risks, rewards, or workings of their annuities. Choosing a suitable annuity for your retirement isn’t an easy task. You might want the guarantee of principal and past earnings. Or you may prefer the potential of higher returns by being linked to the equity markets. If you’re considering annuities and have questions about what would work best, we’re here to help.
A fixed annuity is a contract you purchase with an insurance company. The insurance company credits interest to the contract value and provides options for the customer to receive cash from the contract. Annuities can provide people with lifelong guaranteed payments. Annuities differ from other investments in four important ways:
To learn more about your options for annuities
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
Our team is committed to providing you with a different type of financial planning experience, which means going beyond just pointing you in the direction of an investing provider. We walk with you every step of the way and are always ready to answer questions, explain investments, and align your plan with your family’s evolving needs and goals.
We provide comprehensive retirement planning through a long-term partnership with you. We design, implement, and continually monitor your plans and investments through an integrated FSA CARES process designed to help you have a successful retirement.
We offer thorough and thoughtful legacy planning that optimizes risk and helps protect your legacy. Our team can help you create clear and effective legacy strategies that align with your vision and values, creating a lasting impact for the next generation.
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Visit one of our Michigan office locations. Our Troy headquarters is supported by offices in Brighton, Chesterfield, Farmington Hills and Okemos.
