Legacy Endowments

When we’re talking about investments and cash flow, we’re not talking about the budgeting of your long-term plans. A budget is used to track expenses. Cash flow is really about strategically using money to not only live your life but to create more income sources for yourself. When you put your focus on cash flow, it solves a hundred other decisions.

Fixed Index Annuities are one of the more misunderstood annuity products. FIAs should be compared to insurance products, not investment security products like mutual funds. They allow clients to protect the principal of their investment in the insurance product while letting the annuity be credited with growth based on certain indexes like the S&P. Contact me today and let’s discuss how an FIA can help build your portfolio in the long-term.

Use annuities to help reduce the risk of running out of money in retirement! Annuities can help you generate a paycheck for life!

Merry Christmas from us to you! We hope it's been a Merry Good Year!

Immediate annuities are great for Estate Planning when funding life insurance or income for life. On the other hand the immediate annuity can be the kiss of death no accumulation, no lump sum access. In other words your money is locked in time!