Take this 3-5 minute assessment to see whether or not an annuity is for you.

What age would you like to retire?

How old are you? *

What income sources will you have in retirement? *

Social Security

Pension

Rental Income

Part-Time Work

Annuity

Investment accounts (401(k), IRA, Brokerage)

How confident are you in your tax strategy for withdrawals? *

Very confident

Somewhat confident

Not confident

Do you expect a pension? If so, is there a survivor benefit? *

Yes - no survivor benefit

Yes - with survivor benefit

Social Security: When are you planning to file? *

63-64

65-66

Full Retirement Age

Not sure

How concerned are you about Required Minimum Distributions (RMDs) increasing your taxes? *

Not at all

Somewhat

Very concerned

Not sure

If markets dropped 20% early in retirement, how would you adjust? *

Cut spending temporarily

Use cash/short-term bucket

Add part-time work

Not sure

Health care & long-term care planning? *

Medicare plan in mind

HSA funds available

Long-term care insurance

Plan to self-fund

Legacy Goals *

Minimal - spend most of it

Some - leave something

Significant legacy is priority

What is your Net Worth? *

$0 - $250k

$250k - $500k

$500k - $1,00,000

Over $1,000,000

Future state (if moving) *

State of residence now and in retirement? *

Do you currently work with a Financial Professional

Yes, but I want another perspective

No, but I'm open to a conversation

There are 4 different types of annuities, each with different intended purposes. Let's narrow down the type based on the benefits you value most.

Lifetime Income

Market Linked Growth With No Downside Risk

Guaranteed Fixed Interest Rates For A Specified Period

Legacy Accumulation

Full Name

Phone *

Email *

The information provided in this form will be kept confidential and used solely for improving our financial planning services.