Annuities
Our Certainty Financial Group advisors are here to help identify if you would be a good candidate to take advantage of all an annuity can offer. For instance, some annuities are designed to help people build long-term savings for retirement. Other types of annuities are designed to help those who may need retirement income immediately or in the future. Meet with a CFG advisor today and see if you are a good fit for an annuity.
Learn How These Annuity Programs Can Work For You
Annuities provide safety, long-term growth and income. You can manage how much income and how much risk you’re comfortable with. Annuities are a way to save your money tax deferred until you are ready to receive retirement income. Meet with a CFG advisor today to learn more.
At Certainly Financial Group
We Are Here To Help You Make Retirement Easy
1
A Dedicated CFG Advisor
Your advisor will get to know you and what’s important to you. Together, you’ll partner on a customized plan designed to help grow and protect your wealth.
2
Comprehensive Planning
We can help you build a personalized plan around your full financial picture, helping eliminate all of your debts including your mortgage.
3
Personalized Plan Management
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
5 Reasons Why You Need An Annuity
1. Annuities can provide guaranteed, predictable income.
2. You can choose when to begin receiving income.
3. Annuities can provide stability for your overall portfolio.
4. Annuities can make your portfolio more tax-efficient.
5. You can customize annuities based on your financial goals and needs.
How Does The Process Work?
Our representatives will sit with you and review all of your current investments and retirement plan. After carefully assessing your situation our advisors will present a variety of different options for you to choose from. Schedule a time with a CFG expert today.
Hear From People Just Like You
“As we prepared for retirement, we were constantly advised to make sure we diversified our assets. One potential area of investment was an annuity Thank God, we were able to find Annuity Educator. Our advisor patiently took the time to discuss the differences in type, return of investment, length before receiving funds, and how annuities would meld with our other retirement investments. Then our advisor researched and found the best annuity for our situation. Now, after buying this annuity, in addition to our other investments, we feel confident and secure with our retirement future.”
“Our CFG advisor did a great job. He explained annuities very clearly, made sense of them and answered all questions. He made the process simple and was on time for appointments. I would recommend that anyone take the time to meet with CFG for a consultation!”
“I had over 475k in my retirement savings and with retirement looming right around the corner I wanted to make sure I was in a good situation. After speaking with my CFG advisor he made me aware about how much I was leaving on the table by not taking a look into an annuity. I am so happy that I made the decision to reach out and take advantage of my free consultation with CFG.”
Contact Certainty Financial Today
Enter your information below to be contacted by a Certainty Financial Group representative to learn more about these plans.