Investments
INVESTMENTS
Invest in your retirement. Our professionals will find the company and plan that best suits your current and future retirement goals.
We can help maximize protection of your assets by reviewing your portfolio, analyzing your need for a trust and transferring assets to fixed accounts.
We use fixed annuities to protect your investments with zero risk of the principal due to stock market fluctuations.
We can help maximize protection of your assets by reviewing your portfolio, analyzing your need for a trust and transferring assets to fixed accounts.
We use fixed annuities to protect your investments with zero risk of the principal due to stock market fluctuations.
Annuities
An annuity is a contract between you and an insurance company, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date. Annuities typically offer tax-deferred growth of earnings and may include a death benefit that will pay your beneficiary a guaranteed minimum amount, such as your total purchase payments.
Individual Retirement Account
An Individual Retirement Account (or IRA) is a retirement plan account that provides some tax advantages for retirement savings in the United States.
CONTACT INFORMATION
(386) 756-4991
4393 S Ridgewood Ave Ste 4
Port Orange, FL 32127
4393 S Ridgewood Ave Ste 4
Port Orange, FL 32127
| Sun | Closed |
| Mon-Fri | 10:00 AM - 6:00 PM |
| Sat | Closed |
