For a More Confident Tomorrow, Call for An Appointment Today

We see retirement as a golden period of long-delayed vacations, lazy days reading, and lots of visits to the grandkids. You should start preparing today for the future you envision for tomorrow.

Is An Annuity Right for You?

• Tax-deferred during the growth period
• Retirement or lifetime income
• Guaranteed principal for fixed annuities
• Higher Limits on contributions
• Emergency funds in case of a severe illness
• There are fees associated with annuities
• There are surrender charges associated with annuities
• Illiquidity - Annuities can tie up your money for a long period of time
• There can be a cap rate on annuities, which limit growth
• Participation rates may limit annuity growth

To help guarantee your valuable money stays secure and profitable and to help ensure your money is working for you, call a financial professional today. Annuities and More LLC. will meet with you to go over possible options, give you comparable quotes, and review potential options if an annuity is right for your situation. Guarantees are based on the claims paying ability of the issuing company.

Fixed, immediate, or deferred—we help with any and all annuities. Assume non-securities.

Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.

*Click here to immediately schedule an appointment with Rick O'Neal or Email us to schedule a complimentary financial review