| Should I buy an Annuity in Retirement?
If you currently own an annuity or are asking questions about a purchase gives us a call. There are several options available to you for Growth and Accumulation with protection from market loses. Let us help you navigate.
Founded in 1983
Providing fee-only fiduciary advice for almost 40 years
Independent
Not owned by bank or brokerage firm
Conservative Approach
Focusing on
"Growth with Protection"
I love to talk about this topic primarily because its stirs up a lot of misconceptions and false narratives.
But briefly let me put this in prospective for today’s investor
According to LIMRA over $77 Billion was poured into annuities in the 2nd qtr of 2022, a 22% increase from the first quarter.
This marked the largest increase in the history since LIMRA began to track and it beat it its previous high by over $9 billion set back in 2008, during the great Recession.
Annuity Advisory Services provide expert guidance and support to individuals seeking to invest in annuities. An annuity advisor can help you understand the different types of annuities available, such as indexed annuities, and can help you determine which annuity is right for you based on your investment goals and risk tolerance.
Annuity Advisory Services in Georgia can help you navigate the complex world of annuities and provide you with the information you need to make informed decisions about your investments. An annuity advisor can help you understand the pros and cons of different annuity options, such as indexed annuities, and can help you create a customized investment plan that meets your unique needs and goals.
Questions You Must Ask?
Why is there currently over $2.5 trillion US dollars alone sitting in Annuities!
LIMRA went onto say that with rising interest rates and Annuity manufacturers offering 4 to 5 times higher rates than CD ‘s at banks and growth with protection investors are seeing tremendous value.
That said, our job is to make sure you understand every aspect of Annuities- the do and don’ts.
What dollars are best suited to place in these type accounts and which ones to avoid. |
| Financial Advisor Alpharetta GA
Wealth Accumulation with Protection
Our personalized & tailored investment strategies are more than just managing your investments. We help you take a better step to achieve the life you want.
From reducing risk, earning more income and paying less
tax – we’re here to help. Contact us today.
With almost 40 years of experience.
Let our firm navigate you to a successful outcome.
Georgia Advisory Group is more than just an investment firm. We provide holistic advice and create a customized retirement plan that takes into account all your circumstances. Your plan includes not only a strategy for investing your money, but also a strategy for what to do with the money saved, as well as other things such as health care planning, long-term care, and estate planning. All of this is offered through a transparent advisory fee structure, sometimes for a less cost than you’re currently paying for investment management only.
Georgia Advisory Group\'s Personalized Retirement Plan
Investment and Risk Management
Income and Withdrawal Planning
Tax Planning
Health Care Planning
Estate Plan
Frequent Monitoring, Reviews, and Communication
Institutional Experience for Retail Investors
Everybody should have the same opportunity to have access to the same type of professional investment management offered by the largest of funds. That\'s why our investment leadership is made up of professionals with years of experience in this industry.
We try to make sure that the money you\'ve worked hard to earn is invested prudently with our dedicated, skillful team. We have access to the best research, data and tools— all of which contribute towards a high level of success.
Financial Consultant Alpharetta
Financial Advisor in Alpharetta, GA, the dedicated and skillful team at our firm. We have access to the best research, data and tools available, which helps us achieve a high level of success in managing our clients\' investments.
Our personalized and tailored investment strategies are designed to help you achieve the life you want. We take into account your goals, risk tolerance and time horizon to create a portfolio that is right for you. We regularly review and rebalance your portfolio to keep it on track.
We believe that communication is key to a successful relationship with our clients. We will keep you updated on what is happening with your investments and why we are making certain decisions. We want you to be as involved as you want to be in the management of your portfolio. If you are looking for a financial advisor in Alpharetta, GA, contact us today to schedule a free consultation.
What Services Do We Provide?
Portfolio Management
One of the most important parts for a successful retirement is to invest for growth with protection from fast moving markets. Our team has over 120 years of combined service experience in the financial industry and portfolio management, all the way to helping you meet your long-term investment goals. We take a conservative approach to each family’s needs and layout the best road Ahead.
Financial Planning
Most financial firms offer financial planning these days. At your firm, you\'ll have 24-hour access to your customized plan which includes real-time updates as markets change. Our professional, experienced planners and tax specialists are here to help you make the best decisions for your life.
Tax Planning
Tax planning is complex and can be different depending on one\'s unique situation. Leaving it out of a financial plan often means missing out on hundreds of thousands of dollars - or more for some families - in wealth. Considering taxes with your investments and financial plan for the short and long-term will provide a sense of security and trust in your relationships. |
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