As a credible option for any investment or retirement plan, annuities offer a great number of benefits—should you choose the right one. By definition, an annuity is a fixed sum of money, paid to an individual each year, typically for the rest of their life. Annuities are often in the form of an insurance policy or investment that entitles the investor to a series of these annual payments. By separating the bad from the good, our financial consultants help you determine if and when an annuity should be included in your financial portfolio. Assessing the tax implications of each, we help you avoid choosing the wrong option, as many factors can affect the amount of each payment. Annuities aren’t right for everyone though they can be a great option for some individuals as annual payments deliver a number of benefits for many retirees. Our retirement planners will work to determine which annuity investment plans are best for you, building upon your complete financial portfolio in only the most sensible ways. Discover the myriad of ways we can help establish your healthy financial future by calling our client care team today. We’ll set aside plenty of time to completely analyze your present and future needs in order to create a strategy that ensures a bright financial future.