Is your bank or broker talking to you about an annuity? Do you own an annuity? If so, you should to talk to us. We handle a wide range of investments and can help you with all your investment needs, but when it comes to annuities, WE KNOW ANNUITIES!
Your retirement accounts, IRA’s, or savings do not have to be complicated! You do not have to ride the uncertain market roller-coaster! There are accounts that fluctuate, but there are also accounts available that seek to preserve capital.
Some people you see on TV or even here in town are only licensed to offer one type of investment, so they may tell everyone that is what they need? Some advisors can only sell from a very short list of options that may pay their company more in commissions. That’s not right!
We are securities registered with LPL Financial and insurance licensed and able to help you with all your investment needs and offer whatever is suitable for you. We are able to shop rates and accounts with some of the top rated companies and biggest firms in the country, right here in Shreveport.
Do you have a CD or annuity that has a low rate or is renewing at low rate? Before you renew or do an annuity with your bank or broker, call us, check the rates and accounts we can access first.
Do you have questions about an annuity you already have? Call us.
When it comes to annuities, whether it’s Fixed, Indexed, Hybrid, or Variable. WE KNOW ANNUITIES.
If you are concerned about what could happen to your investment accounts when the markets fall again, you need to talk to us.
Call today to set up your free account review.
Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Newsletters
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Retiring in a Down Market? Don’t Panic
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Credit Card Debt
How Long Will It Take to Pay my Balance?