Why should I buy an annuity?
Annuities are a great way for you to protect you and your family with monthly income at minimal risk while guaranteeing your principal investment will hold firm.
Where should I buy an annuity?
Often investors seek out the best annuity company or best fixed annuity and buy them from an independent broker who they never see again. We recommend buying an annuity from an experienced financial planning company, like SMA.
What is the best annuity plan?
There are many to choose from. But the advantage of working with an experienced financial planning company is that they will have the expertise in choosing the right annuity for your portfolio.
How important is an annuity to my portfolio?
We believe that every tool in your investment tool box needs to have a specific purpose. So, we like to tell our clients that an annuity purchased from us is just one more tool in your investment tool box
What will the end result be if I add an annuity to my portfolio?
The end result is the annuity along with your other investments, properly strategized, will maximize the return of your portfolio as well as reduce as much risk as possible and maximize the cash flow from your investments.