AMG Financial Services

With everyone wondering whether the economy is really strong or not, is this the right time to make your retirement income plan? With the Fed lowering its key interest rate, should you hold off until the rates are raised? Don’t wait another day to work on your retirement plan, give me a call and let’s talk!

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

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!

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!