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**
- 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.
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.
Want to see how much we can save you? Just request a quote to find out.
SIPC Securities Investor Protection Corporation: https://www.sipc.org/
Broker Check by FINRA: http://www.finra.org/