Annuities

ANNUITIES are tax-advantaged instruments typically used for Retirement planning. HAF advises clients on the proper use of Fixed Annuities, Fixed Indexed Annuities, and Immediate Annuities - which grow your money tax-deferred, preserve your principal and protect it from any downside market risk, and provide "guaranteed" income for life with residual values passing to heirs, outside the probate process.

Used appropriately, Fixed Annuities, Fixed Indexed Annuities, and Immediate Annuities can play an important role in "Securing Your Future" and providing for retirement.

To learn more about "Safe Money" strategies that Helen can implement for your particular needs and goals, click the button below.

In working with clients to design a Retirement Income plan, Helen can provide clients with their own Retirement Blueprint report. (Click the link to view a sample report.)