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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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lease Payment
How much would your monthly lease payment be?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.