Annuities

Never lose your initial investment and receive guaranteed income throughout retirement.

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More on Annuities.

To fund long-term goals, some investment risk is necessary to grow your wealth sufficiently. Annuities are among the safest investments available. Some clients wish to give up a few gains to preserve and protect their investments when the markets have a downturn.
Do you believe that the return of your money is more important than the return on your money?

How We Are Different

Our firm manages the investments within your annuity. Being able to manage the investments within your annuity reduces the fees charged by an annuity company while also allowing Family Dynasty Advisors to better synchronize all your financial investments.

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Risks vs Rewards

Building a lucrative portfolio means one thoughtfully selects investments with different levels of risk, so they work together toward a common goal. Annuities may be a terrific option to consider!

Preventing Loss

The annuities we utilize are designed with money-back guarantees.

You invest a certain amount of money in return for the promise that you’ll get your money back, with interest, after (or over) a certain time period.   That’s it. It’s really that simple.

 Bottom line? Annuities are a great option for people who want tax-advantaged retirement income while also preventing investment losses. 


Trade-Offs

With the annuities we utilize, the trade-off is the willingness to accept stable but limited upside returns for the protection from investment losses. For many people, this trade-off provides the peace of mind they are willing to accept when constructing their investment strategy.

Is An Annuity Right For YOU?

The answer to whether an annuity is a good investment for you should be based on your personal financial goals, investment risk tolerance plus a few additional factors.

Joining forces with an expert is a solid arrow to add to your investment quiver. Our team will help you by ensuring your investment is set up to meet both your current and long-term goals and objectives.

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TAKE THE NEXT STEP

Knowing you're getting a guaranteed return can help build confidence in your overall plan. Our Certified Wealth Advisor is here to give you more of the information you want, and the knowledge you never knew you needed!