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Guaranteed “Lifetime annuities ” Income
Millions of people have already taken advantage of this program to help ensure their income will last throughout retirement. You may ask “why haven’t I heard of this by now?’
Because your bank and stockbroker cannot make these guarantees.
Similar to the example chart below on $100,000 in the plan (minimum $5,000 required), your plan will pay out according to your age and increase each year you defer, much like social security. But with this plan you do not give up control of your funds and you also earn additional index credits every two years to help offset inflation.
Since 1999, we have helped countless retirees throughout the southeast take control of their IRA ,401K,403B and legacy inherited funds along with their Medicare and life needs. We will be happy to come to you to assist and review your accounts.
Since the introduction of our approach 20 years ago you can now shield the money you've worked so hard for without settling for historically low interest rates or the volatility of the stock market. With our solutions you can now have protection from downside market risk and a guaranteed lifetime income for future legacy.
Our firm is small with many years of financial experience, but we both have this in common--a commitment to ethics and integrity. We’re both fully licensed and credentialed with the ability to conduct business throughout the southeast. And you can count on unbiased recommendations and impartial guidance.
Pat began his career in 1977 after graduation from Mississippi State University. After working as an accountant for several years for a major government contract provider, he acquired his series 66,63 and 22 investment license and in 1999 found no need for them with the non security products develop by the insurance industry. As one o
Pat began his career in 1977 after graduation from Mississippi State University. After working as an accountant for several years for a major government contract provider, he acquired his series 66,63 and 22 investment license and in 1999 found no need for them with the non security products develop by the insurance industry. As one of the top advisors in the industry he stands ready to you meet your retirement goals.
Tom began his career after graduating from the University of Florida. He served his country as an Army officer and helicopter pilot in Vietnam and Germany. He later assisted in the developement of a software company that grew to over 2,500 employees. Tom's success in this industry provider for his early retirement. After becoming a clie
Tom began his career after graduating from the University of Florida. He served his country as an Army officer and helicopter pilot in Vietnam and Germany. He later assisted in the developement of a software company that grew to over 2,500 employees. Tom's success in this industry provider for his early retirement. After becoming a client, he believed so strongly in our mission tht he earned his insurance licenses and joined Pat's team. Tom is dedicated to helping other retirees understand that there are better options for them in the marketplace.
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Saturday - Sunday: By appointment
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