Smart Choices Today.
More Choices Tomorrow.

The power to decide is at the heart of every service we offer.

Products For Every Age Of Life

Envision what could be possible in your future, and learn about products that can help you prepare for it.

Transamerica Products

Variable Annuities

People use variable annuities as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.

You decide how your money grows in your variable annuity by allocating part of your premium payments to investment subaccounts. Your payout depends on the terms of the variable annuity, the amount you put into it, the performance of the underlying investments and its expenses.

Video and Complementary eBook

Mutual Funds

Mutual funds enable you to pool your money with other individual investors to purchase stocks, bonds or other assets. Together, you share the potential risks, rewards and expenses of whatever investment strategy you choose.

No matter what your investment goals are – whether saving for an emergency fund, a new home or retirement – mutual funds can be an excellent addition to your portfolio.

529 Plans

A 529 plan is a tax-advantaged way to save for a child's college education. It can also be used to save for K-12 private-school tuition. There are two types of 529 plans: college savings plans and prepaid tuition plans.

These plans are administered by the states and there is also a 529 plan operated by a group of private colleges and universities.

IRAs & Retirement

There are two types of independent retirement accounts (IRAs): traditional and Roth. A traditional IRA lets you make tax-deferred contributions to your account and you don’t pay taxes on any investment gains until you withdraw the funds in retirement. With a Roth IRA, you make after-tax contributions to your account. You do not pay taxes on investment gains and you withdraw funds tax-free during retirement.

A 401(k) plan is a retirement savings plan your employer establishes to help you and your colleagues save for retirement. If you decide to participate, you make automatic pre-tax contributions to your 401(k) account at each pay period. Your 401(k) account grows on a “tax-deferred basis,” which means you do not have to pay taxes on the earnings until you withdraw them in retirement. Some 401(k) plans, such as Roth 401(k)s, allow you to make after-tax contributions to your account that you can withdraw tax-free during retirement.

Transamerica Alpha Digital Investment Program

Do you know your number?

When you think about the future, what do you see? If you’re like most you see your life goals – college for your kids or grandkids, trips to bucket list places, luxury cars, a boat, or a second home.

Watch the Video & Download the Brochure

Well Known Providers

A properly licensed and appointed TFA representative offers clients the power of choice by representing well-known providers and strategies to help clients based on their needs. Below are examples of providers that we offer among many others.

Transamerica Provider - Transamerica Life Insurance Company
Transamerica Provider - Nationwide
Transamerica Provider - Jackson National Life Insurance Company
Transamerica Provider - Pacific Life
Transamerica Provider - Prudential
Transamerica Provider - Voya Financial

Are you ready to start preparing for your future?

Reach out to me to start pursuing your financial goals.