SAFE MONEY PLANNING AND ANNUITIES
wE ARE "SAFE MONEY" ADVOCATES
WE believe that you are better off getting a consistent return without losses vs. hitting the occasional "home run". How long does it take to recover from a 35% market loss. Eliminating losses as you approach the distribution phase of your life is even more important. We use the Rule of 100 concept which suggests that as you get older you have less of your assets at risk. Shielding your assets from market, inflation, tax, creditor, longevity, premature death risks are of utmost importance in securing your financial future. We build a comprehensive plan to help you accomplish this goal.