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Home » Financial Services » Annuities » Fixed Annuities

Fixed Annuities in Portland

Are you thinking about what your finances will look like down the road? Have you planned out your future so you can be confident about your retirement?

Navigating the world of finance isn’t simple. It can also be stressful to figure out where and when you need to place your hard-earned money. But these are questions that must be asked (and answered) eventually. At NW Tax & Wealth Advisory Group in Vancouver and Portland, we help our clients discover the answers to these and many other questions about financial products, such as fixed annuities. Our financial professionals will work together with you to secure your financial future.

One of the great financial products that we offer in Portland are fixed annuities. The specifics of a fixed annuity may be unfamiliar to the general public. If you fit this criteria, we can help. We’ll teach you all about fixed annuities and help you decide if it is a good fit for you.

What Are Fixed Annuities?

Annuities operate as an agreement between a person and a financial institution, similar to an insurance policy. After making premium payments, the individual will receive a lump sum or incremental payments. Fixed annuities received their name from their interest rates that are locked in at the time of purchase. This gives the owner an option that is safe an predictable.

Advantages of Fixed Annuities

Here are a few of the advantages of fixed annuities:

More Questions? Call NW Tax & Wealth Advisory Group for Answers

Schedule a no-obligation meeting today by contacting our Portland or Vancouver office to learn more about fixed index annuities.


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NW Tax & Wealth Advisory Group, Inc. is an investment adviser and insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. NW Tax & Wealth Advisory Group, Inc. may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

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