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.
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.
Here are a few of the advantages of fixed annuities:
Schedule a no-obligation meeting today by contacting our Portland or Vancouver office to learn more about fixed index annuities.