What we do is customized financial recommendations that deliver insurance solutions which provide guaranteed retirement income along with asset protection.
We can help develop realistic expectations of cash-flow. Planning for retirement is not complicated, taking the first step is the most difficult, but watching your assets grow is very rewarding.
- Rule of Thumb -
- Your "nest egg" should be at least 10 times your current annual income.
- Take your annual income and add a zero -- that´s your minimum nest-egg.
Is your savings where it should be for your age?
If not, let's discuss a road-map to your retirement.
* Do you have a pension plan, 401K, or an IRA Account?
* Are your investments performing as well as you need.
* Let's build your Portfolio, or give you a Portfolio Tune-up.
Fixed Annuities are generally a safe bet, because they offer a steady return on with very Limited Risk. They work very similar to a Bank "C.D. "
However, an Indexed or Variable Annuites work different.. Our Advisors will
sit-down with you, and explain the difference in these investment strategies.
- Lifetime Payments
- Cannot out-live your money
Turning Dreams into
a tangible reality..
one at a time
Long Term Investing
One of the biggest advantages that an Annuity offers is that they allow you to save larger amounts than a traditional 401K or IRA, which has an annual cap. This is very helpful for Self-employed individuals and for those who want to "catch up" on their retirement funds.
A Fixed Annuity is generally a safe bet. It works similar to a bank CD. An investor can enjoy some of the fruits of the upside, without risking the down-side losses.
An Indexed Annuity is a more aggressive investment, in which one participates in
100% of the upside, and 100% of the down-side, very similar to a Mutual Stock.
© 2018 DoubleTinvestments. All rights reserved.
Mon - Fri 9 - 6
Saturday 10 - 2