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William B. Anderson

CFP®, ChFC

Annuities

Long-Term Care

Index Annuities

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Annuities

 
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To request a Complimentary Consultation to see if an Equity Index Annuities is right for you.
Is an Annuity Right for Me?

Maybe. To help you find the answer, ask yourself these questions:

  • Am I concerned about outliving my assets?
  • Am I looking to invest over the long term?
  • Do I prefer investing in mutual funds as opposed to buying individual securities?
  • Did I just receive a large sum of money, such as an inheritance, or a payout from a pension plan or 401(k)?
  • Do I need a dependable income stream from my retirement savings?

If you answered yes to any of these questions, then an annuity might be suitable for a portion of your retirement assets. A financial advisor can determine if an annuity is right for you and ensure you have adequate retirement income.