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You Scored High in the Category of
An Annuity Being a Good Fit For Your Needs!
Regardless of where you are in your retirement planning process, your quiz results suggest that an annuity could be a suitable option for you.
However, if you've ever heard someone say "Annuities are bad," it's likely they encountered an annuity that was used improperly or were persuaded to purchase a plan that wasn't right for their needs.
Unfortunately, some advisors have access to only one type of annuity or represent a single company, and they often try to persuade everyone to buy their plan. This approach can lead to unsuitable and unsatisfactory results.
However, at Financial 411, we don't work for any company; we work for you. Our GPS (Goals, Planning & Solution) System is designed to map out a customized plan of action for your future. We take a comprehensive look at your entire circumstances, ensuring you get the best plan tailored to meet your specific needs.
First, we review your current situation, including factors like your family, home, pensions, and the details of any existing plans. By thoroughly understanding your unique circumstances, we ensure you're using the right strategies. Then, we craft a customized plan to align with your retirement lifestyle goals, providing a clear path to financial security.
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.
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A plan that eliminates market risk, but without giving up market-like potential.
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Showing you how you can generate growth even in a down economy.
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How you can maximize your Social Security Benefits and eliminate double taxation
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When Less is More
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How to provide an income you cannot outlive (your own pension)
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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
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
"Strategic Financial Management"
Are Annuities Right For You?
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Let's Connect Today
1-844-435-SAFE (7233)
We Value the opportunity to discuss innovative strategies (often overlooked by many advisors) that can help you strengthen your financial future. Contact us today to schedule a complimentary, no-obligation strategy session. Let's work together to build a stronger, more secure financial plan tailored just for you.
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 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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