Personal Pensions
Guaranteed Income
Social Security and Company Pensions are not the only way to generate guaranteed lifetime income. You can create your own source for guaranteed income that is not dependent on financial market performance. How nice a feeling when the markets decline to know your monthly income is guaranteed to last your entire life.
Three Key Components
Built for Inflation
Indexed returns provide strong upside growth and offsets inflation to produce more security.
Liquidity
Provides cash in unforeseen events such as illnesses, family emergencies, or long term care.
Legacy
Funds can allocated for legacty planning to provide for your family and those dear to your heart.
Leveraging for Personal Pensions
We help clients strategically transfer their retirement funds from 401(k), IRAs, 403(b), 457(b), and other such programs into safe financial buckets that are insured or guaranteed to assure you will never run out of money and still benefit from upside market growth.