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.
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.
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.
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.
Are you ready to start preparing for your future?
Reach out to me to start pursuing your financial goals.