FIXED ANNUITY

3% Fixed Annuity now available through a top ranked, “A” rated carrier. Contact us today for details (480) 659-0229

CD’s and savings accounts are paying next to nothing. A fixed annuity can help you achieve higher returns on your earnings with minimal risk!

Fixed Annuities are backed by the insurance carriers themselves. That’s why you want to only work with a top ranked, “A” rated insurance carrier. Call today for a 3% fixed annuity with an “A” rated carrier (480) 659-0229.

My mission is to help individuals and families develop savings objectives and goals, and achieve those objectives through various secure annuity and insurance products that are designed to meet your present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

We offer a free comprehensive seminar to help you make informed benefit and financial decisions. Our individual and group seminars and complimentary one-on-one consultations are available to you.

P.S. Please mention this website when calling. Thanks!

How can we help you?

We help Arizona residents with safe and secure type of Arizona Investments, such as Cd’s and Fixed Annuities.

If you are searching for a place to invest your savings or move your investment where it is safer and more secure, please contact us. We specialize in Arizona Investments, such as Cd’s and Fixed Annuities.

Please call today for an appointment or more information.

CD’s – Certificates of Deposit

CD’s, also known as Certificates of Deposit, are time deposits. An individual can place money with a financial institution with the agreement that they keep the money invested for a specific time period. CD’s can be invested for a matter of months and sometimes for a year or more. In return the financial institution will reward the CD holder with interest on their money. CD’s, or Certificates of Deposit, are FDIC Insured!

CURRENT CD RATES

Fixed Annuities

FIXED ANNUITIES are bought from insurance companies and/or financial institutions and earn a steady rate of return. Typically fixed annuities are held in contracts for a much longer period than CD’s, up to 5, 7 or even 10 years. They can incur a penalty if withdrawn early but their interest is usually deferred from taxes.

CURRENT FIXED ANNUITY RATES

Arizona Investments

We help Arizona residents with their ARIZONA INVESTMENTS and can help you with SAFE and SECURE Arizona Investment products such as CD’s and Fixed Annuities. Contact us for more details by calling (480) 659-0229!

Arizona Long Term Care Insurance

Our company offers Arizona LONG TERM CARE INSURANCE to clients who are near retirement or already retired. LTC Insurance can help pay for costs associated with a Nursing Home, Assisted Living Facility and Home Care. A nursing home may cost upwards of $70,000 per year. If you want to protect your assets and not risk losing your savings and investments to a long term care disability ask for details on Arizona long term care insurance.

Rates on Arizona LTC Insurance can vary based on age and health and other factors. Please call us for a quote.

Arizona Life Insurance

We offer several life insurance products that can meet the needs of most situations. We offer permanent and term life insurance. Ask us for more details and a quote!