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.