© 2019 Roberson Tierney & Assoc. LLC. x Very Social, LLC.

PROTECT YOUR FINANCES

Dollar Bill in Jar

Types of Annuities

 

  • Multi-Year Guaranteed Annuity (Rates Vary)

  • Immediate Annuity

  • Fix Indexed Annuity

 

Who should consider an annuity?

 

  • Looking for a better rate than a bank CD

  • Growth is Tax Deferred

  • Death Benefit

  • Lifetime Income (rider purchase necessary)

  • Beneficiaries can be listed

  • Protection from Probate

  • Protection from market risk

  • Upside growth potential without downside risk

ANNUITY PRODUCTS

Office Work

Protect Assets from:

 

  • Cost of Long Term Convalescent care

  • Cost of full time care in your home

Can you protect your assets?

Yes, under certain circumstances, some assets can be protected.

 

  • Evaluation of your current assets

  • Work with client & Elder Law Attorney in developing a plan

  • Crisis planning available

  • Medicaid Title 19 - referral to Elder Law Attorney

PROTECTION OF ASSETS

Who should care?

 

  • Retirees no longer contributing to retirement accounts

  • Retirees in the distribution phase of retirement

 

How to we plan?

 

  • Discovery phase (365 degree look at income & expenses)

  • Evaluation of your current portfolio, risk, reward, fees

  • Evaluation of your risk tolerance

  • Evaluation of your current portfolio compared to your risk tolerance

  • Comparison of current portfolio to recommendations made by Daphne Roberson and William Joseph Capital Management, LLC. back tested against times of market downturns

  • Reports showing income needs / longevity of assets

FINANCIAL PLANNING

OUTLIVING RETIREMENT

REQUEST AN APPOINTMENT