Thoughts from Bob Lindquist

Do you know if you will likely have enough money, after taxes and inflation, to retire comfortably, living the life you dreamed about? Will you outlive your retirement savings, or will your savings outlive you? Have you really sat down and analyzed the options that are available to you, and properly balanced your retirement accounts according to your age and risk tolerance.
​
If not, then it may be time for a retirement make over. We specialize in safe money investments that enable you to preserve, grow and enjoy your assets, regardless of market conditions or economic disasters that may happen. Check out our line-up of safe money solutions below. If you would like more information, simply pick up the phone and call our office, or just click the appropriate button to submit your information to our secure on-line business suite, and someone will contact you at your convenience. Don’t delay, your retirement is coming….ready or not!

Fixed Indexed Annuities
​You know you want safety, but what if the market goes up. You don’t want to miss out. Wouldn’t it be nice to have the best of both worlds? Well….guess what? You can! Since 1995 over 200 Billion Dollars have been transferred to the safety and security of Fixed Indexed Annuities, and not one red cent has been lost due to stock market fluctuation. Now that’s safe money! What were you waiting for?

Fixed Annuities
Do you want the predictability of a good old fashioned fixed rated. Well Look no further, we did the searching for you. Here’s the best fixed rates that we could find in the whole country:
10 Year Fixed Guarantee: 5.25%
5 Year Fixed Guarantee: 5.50%
2 year Fixed Guarantee: 5.00%

CD Alternatives
What if the bank called and offered this deal on your current CD?

• Double your money, tax free, at death
• Double your money if you need In Home Care for Chronic Illness
• The chance to double or even triple your current interest rate
• Access to all of your funds, if you need them, any time for any reason

​
If this sounds like something you might be interested in, call us today or complete the form to the right to schedule an appointment.

​Articles

• The Power And Protection Of An Indexed Annuity
• Are We Hurtling Toward Another Market Crash?
• Billionaires Dumping Stocks, Economist Knows Why
• Safeguard Your Retirement Income
• An Explanation of the Legal Reserve System
• Annuities Appeal to the Middle Class
• Understanding Annuity Liquidity Features
• The Role of Annuities in Estate Planning
• Why Fixed Indexed Annuities Have Caps
• Study Finds Fixed Indexed Annuity Returns Attractive and Consistent
• Understanding How Annuities are Treated Under the Tax Code
• How a Fixed Indexed Annuity Works and Why Your Money is Safe
• Where Annuities Fit in Your Financial Planning
• Why Annuity Sales are Booming During the Recession
• The Increasing Popularity of Fixed Indexed Annuities
• The Reasons to Consider a Fixed Indexed Annuity
• Why People Buy Immediate Annuities
• Why People Buy Fixed Annuities
• Retiring in the 21st Century: What It Takes