Thank You for taking our Annuity Quiz!

Based on your answers an annuity may be right for you and an important part of your retirement portfolio!

You Scored High in the Category of 

An Annuity Being a Good Fit For Your Needs!

Regardless of where you may be in the retirement planning process your quiz results suggest that an annuity is right for you!

 

However, If you've ever heard someone suggest that "Annuities Are Bad," the likelihood is that you heard from someone that used an annuity improperly or that was persuaded to use a plan that wasn't right for them.  

 

Unfortunately, some advisors have access to only one type of annuity or represent only one company, trying desperately to persuade everyone to buy one of their plans often providing unsuitable results. 

 

However, at Financial 411, we don't work for any company, we work for You... mapping out a plan of action for your future with our GPS (Goals, Planning & Solution) System. We look at your entire circumstances to make sure that you are getting the best plan of action to meet your specific needs. 

 

First, we review where you are, your circumstances, kids, house, pensions, and the qualifications of your plans (in other words, we look at your entire circumstances) to make sure that you are using the right plans for your situation.  Then we map out the best plan of action to meet your retirement lifestyle.  

Once we have confirmation that we are on the same page, we implement your plans for your future using  our GPS (Goals, Planning & Solution) concept.  Our plans for your end results, include, comfortability with where you are headed.  

  • A plan that eliminates market risk, but without giving up market-like potential. 

  • Showing you how you can generate growth even in a down economy. 

  • How you can maximize your Social Security Benefits and eliminate double taxation

  • When Less is More

  • How to provide an income you cannot outlive (your own pension)

  • How you may qualify to create an increasing income to last al lifetime... and More

 

The objective is that you will finally be able to SWAN -  Sleep Well At Night. 

Click on the link below to read our article in FORBES.com - Magazine

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Here's Exactly What To Expect During your Personalized Free Consultation

 

Receive, honest annuity guidance, without any pressure or obligation to buy anything.

It's conveniently done over the phone so no one is coming to your home, and there is no need to drive to an office.

Your information is kept confidential, secure and only used to hel[ point you in the right direction

How to properly combine annuities together to maximize your annuity benefits and achieve your ideal retirement lifestyle...regardless of market conditions.

See a mathematically determined approach for selecting annuities to get more income, growth and preservation of capital so you can achieve a financially free retirement.

How to satisfy Required Minimum Distributions (RMDs) and maximize long term growth tax advantages with annuities.

Simple methods to choosing low cost annuities that preent your retirement account from getting fleeced with high fees.

Review, rank and compare all of the top low-cost annuity options available in your state, based on numerous factors such as our age, state, marital status and the dollar amount.

See how to "synergistically' combine multiple annuities to maximize income and benefits than you were ever intended to receive (few annuity sales agents know this "little-known' strategy).

About Me

My name is Robert Goldsmith, President of Financial 411 & Financial 411 Advisors.  As a licensed Professional for more than 30 years, I have assisted individuals like you to achieve financial security nationwide.  Additionally, I have mentored nearly 1800 advisors to learn how to do what is right for their clients.  The fact is, most advisors simply "sell products" we teach you how to "USE" products to get the maximum results for all you have worked for.  

Recently, My wife Deanna & I wrote an article appearing on the FORBES website entitled "Should Your Retirement Crash?", an interesting look at how & why is is important to coordinate all your financial plans to work as one cohesive unit, rather than function separately. The results, you receive can be the difference between the lifestyle you deserve or one you settle for.   

 

Schedule Your Free Consultation by clicking on the link below. 

As promised click below to get your FREE copy of The Annuity Guide Book

"Diversiy and Prosper without Market Risk"

Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances.

Annuities are long-term investments. Guarantees are subject to the claims paying ability of the issuing insurance company. Annuities contain mortality, expense charges, account fees, management and administrative fees, and charges for features and riders. Additional fees apply for living-benefit options. Investment restrictions may also apply for all living benefit options. Violating the terms and conditions of the annuity contract may void guarantees.Withdrawal of earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal tax penalty. Withdrawals can lower the cash value and decrease death benefits. Surrenders before the end of the annuity’s term can result in a loss of principal. Variable products are sold by a prospectus. Consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Prospectuses may be obtained from the investment company or from your registered representative. Please read the prospectus carefully before investing. The sub-accounts in a variable annuity fluctuate with market conditions and when surrendered the principal may be worth more or less than the original amount invested.

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