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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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.