801 West Bay Drive
For more than a decade, we have provided sound, intelligent solutions to help preserve and manage your retirement nest egg. Our mission is to help you towards achieving financial independence, so that working during retirement is an option and you can have the sense of security knowing that you will run out of money!*
Through the use of a variety of retirement vehicles, we are able to help you toward the path of financial independence.
If you are in your early 40's and are concerned about starting your retirement savings late in life, we have a options for you... Even if you have no savings at all or have very little put away.
If you are 55 and facing the possibility of not being able to retire, we can help… Even if you feel it is impossible to achieve.
Whether you are 35 or 65, proper retirement planning is a key ingredient in pursuing financial independence.
*Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries. These guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Annuities frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association.