Request An Appointment
Types of Annuities
Multi-Year Guaranteed Annuity (Rates Vary)
Fix Indexed Annuity
Who should consider an annuity?
Looking for a better rate than a bank CD
Growth is Tax Deferred
Lifetime Income (rider purchase necessary)
Beneficiaries can be listed
Protection from Probate
Protection from market risk
Upside growth potential without downside risk
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
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
Thanks for submitting!