Investments

OFG Financial Services, INC.

Pre-Retirees and Retirees…

Our goal is to help you acheive “Peace of Mind” when planning for your Retirement.

Traditional Retirement Solutions

  • Traditional IRA Plans**
  • Mutual Funds**
  • Roth IRA Plans**
  • Annuities**
  • 401K Plans**

Have you started saving for your child’s college expenses?
It’s never too early or too late!
College 529 Plans, start saving now.**

Estate Planning Strategies
Call us at (830) 393-4102 or contact us online to set an appointment with Jason Talley.

Fixed Annuities
A fixed annuity can help you accumulate tax-deferred earnings as part of your overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings, and provide a guaranteed death benefit for your beneficiaries. All guarantees are backed by the continued claims-paying ability of the issuing insurance company.

You may want to consider investing in an annuity as part of your long-term financial strategy if:

  • You’re in a higher tax bracket, and want to defer additional income.
  • You’ve reached your deductible limit on all your retirement accounts and wish to save more for retirement.

An annuity is different from most other retirement savings vehicles — it’s actually a contract between you and an insurance company. In return for making one or more premium payments, the insurance company agrees to provide you an income stream — usually during retirement. You can elect to receive payment all at once or as a series of payments, even for the rest of your life.

Talley Benefits Insurance Group offers free, comparative quotes on fixed annuities from multiple insurance carriers so you can get the best possible rate.

Want to see how much we can save you? Just request a quote to find out.

Talley Benefits Insurance Group, LLC is not a subsidiary of nor controlled by OFG Financial Services, Inc. Registered Representative/Securities offered through OFG Financial Services, Inc., Member FINRA, SIPC. 120 SE 6th Avenue, Townsite Plaza #2, Suite 105, Topeka, KS 66603. (785) 233-4071.

SIPC Securities Investor Protection Corporation: https://www.sipc.org/
Broker Check by FINRA: http://www.finra.org/