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Our experienced annuity advisors offer various annuity options catering to diverse financial goals. We are here to help you determine the best way to choose an annuity in Arizona, Nevada, and beyond.
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When you enter into an annuity contract with an insurance company, you can transform a lump sum of cash into regular payments. You can hold IRA, Roth, and non-qualified funds in an annuity.
For instance, a Single Premium Immediate Annuity (SPIA) involves providing a lump sum in return for guaranteed payments. There are also Multi-Year Guarantee Annuities (MYGA), which guarantee a specific interest rate over time. The basic concept is similar to a certificate of deposit (CD).
Annuities offer a secure source of income, and they are financial tools for diversification.
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Let our annuity advisors help you navigate the complexities of annuity contracts so you get a solution for your financial situation.
These annuities are subclassed into immediate annuities when payments start after a lump sum deposit, or a deferred annuity, where you defer the payments before annuitization. With a deferred annuity, you can delay payouts until later, which often leads to a higher accumulation of funds before distribution starts.
There are different types of annuities to consider:
Our annuity advisors concentrate on accumulating funds in your annuity. By carefully choosing the appropriate type of annuity that aligns with your requirements, you have the potential to steadily increase your investment over time, thus providing a stronger financial cushion for the future.
Income is what you take from an annuity, but interest is how much more you make.
One way to achieve this is by removing extra fees that make annuity products expensive. For instance, variable annuities in Phoenix, Arizona, can be expensive because of the additional 2-4% in fees. Why waste your money on administrative, rider, or mortality fees?
Income riders on products have become a subject of concern and criticism because they are expensive and seem misleading in nature. These riders often offer enticing bonuses, which may be credited to the account or income value.
Annuities aren’t what they used to be — they are much more competitive now. Our annuity advisors can help you select the best guaranteed annuity rates or if an annuity is right for you. A digital self-service tool like Fidelity’s annuity calculator can only offer so much help. You need an annuity advisor who can cater to your needs.
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Get a second opinion from our experienced annuity advisors to craft a tailored annuity strategy that aligns perfectly with your life's vision. Get a second opinion if you’re offered a Phoenix variable annuity or an expensive annuity.
We know how to get you the best Fidelity annuity rates or best fixed index annuity rates for your needs. Don't take any chances — avoid regrets. Seek knowledgeable advice from our annuity advisors. Phoenix annuities don’t have to be expensive.
We are product agnostic when it comes to annuities. That means we focus on finding the best annuity products to help our clients. We know our way around different annuities like Vanguard annuities, Allianz annuities, and Fidelity annuities. In fact, our President, Stewart Willis, is on the design committee for new product development for Allianz.
Rest assured, our annuity advisors will support you throughout the annuity process. We will provide guidance and assistance at every step along the way.
Each of our advisors is a fiduciary obligated to protect your best interests. Your portfolio reaps the benefits.
We offer that on a fee-only basis. Either way, we provide financial advisement and planning services that leave you with more in your wallet.
We take a communicative and collaborative approach to our wealth management & retirement planning services — we’re experts that care.
My husband and I have been with Asset Preservation since 2015. We met Stewart Willis at one of his workshops and he showed us how to manage our money. Because of his advice, we were able to travel more and retire with no worries.
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Make your future one worth dreaming about. Call one of our financial advisors in Phoenix today to learn more about our family financial planning services. When you achieve your goals, we achieve our goals.
Our local financial planners aren’t just here to manage your assets. Our goal is to help you build a stable financial future with what you have. Our firm gives you a full view of every aspect of high-net-worth financial planning, including tax planning.
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