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Immediate vs. Deferred Annuities

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Do You Really Need Help with Your Financial and Estate Planning?

January 16, 2019

There’s a strong chance that you don’t have the knowledge, patience, interest or time to deal with complicated financial matters. This is one of the biggest reasons why people end up pushing these important financial and estate planning considerations off your plate and into the wings. But it can be a big mistake to ignore financial and estate planning opportunities altogether. If you need assistance, it’s important to remember that you can get help. 

There’s no harm in seeking the services of experienced financial planners and estate planners. Make sure that any individual that you’re contemplating bringing into your personal life is thoroughly vetted. This means that they should come with reviews from other people who’ve had the opportunity to work with them and that they are willing to sit down with you during an initial consultation during which time they shouldn’t be focused on trying to sell you anything.

This person should be committed to understanding your individual perspective and primary concerns so as to create a plan going forward with you. The initial meeting is an important one for your consultation because it gives you a perspective of how this person chooses to work with clients and is your chance to ask questions about your next steps.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more