Hybrid
Hybrid Instruments
Products in this section offer varying levels of principal protection but have layers of risk, notably liquidity & market, including interest rate risk if not held to maturity.
ELCDs
Equity Indexed certificates of deposit.
FIA
Equity Indexed Annuities with annual reset design.
Registered Index Linked Annuities
Registered Indexed Linked Annuities
Buffer & Dual Directional Strategies
Buffer and dual-directional strategies with RILAs.
Floor based products
"Floor" based RILA offerings by various insurance carriers.
Offerings in this section are provided through Prudential Insurance (PRUCO), Jackson National Life, Lincoln Financial, Athene Annuities, Bright house Financial and Nationwide.
Brighthouse Financial
Scott and Linda's Journey: Presented by Shield Annuities
About Us
I provide a range of financial services and advice to help you make the most of your money. I specialize in providing retirement income and comprehensive tax planning tailored to your individual needs.
We Offer Services in These Areas:
Wealth Management Retirement Planning
Customized Portfolios Long-Term Care Quotes Capital Preservation Wealth Transfer Death Settlement Assistance
Fixed and Fixed Index Annuities Social Security Planning Tax Efficient Strategies Attorney/Estate Planning Documents Medicare Solutions CPA Resources Small Business Employee Benefits
Income Stream Planning 401(k) or Other Pension Plan Rollovers Life Insurance Quotes Risk/Cost Analysis on Investments Trust Funding Securities Team Approach
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