Annuity Planning

My Annuity Planning service helps you turn savings into predictable retirement income you can count on. I start by understanding your goals, then design a Fixed Annuity Strategy if you want stable, guaranteed returns. 

For long-term planning, I may recommend Deferred Annuity Planning to build future income while you are still working. If you are ready to start payouts soon, I complete an Immediate Annuity Options Review to compare income amounts and guarantees. 

Through customized Annuity Income Planning, I help you decide how and when to take payments so your money lasts. I also offer Retirement Income Annuity Guidance to show how annuities can complement Social Security, pensions, and other savings for lasting financial confidence.