Grow Your Money Tax-Deferred With an Annuity

Speak with a representative today who can help you:

Understand how annuities are uniquely positioned to offer tax-deferred growth, unlike other financial products
Determine when and if it makes sense to purchase an annuity with existing retirement funds like a Roth IRA or Roth 401(k)
Determine how an annuity fits into your overall retirement strategy

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Tax Benefits of an Annuity

Annuities offer tax-deferred growth, which means that taxes aren’t due until you withdraw money.
Investments, including dividends, interest and capital gains, grow tax-free while they remain in the annuity.
Annuities purchased with a Roth IRA or Roth 401(k) are tax-free if you meet certain requirements.

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Our trusted network of advisors will listen to you and guide you toward an annuity that will allow you to achieve your goals.
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Get peace of mind knowing you’ve made a smart financial decision by securing a reliable income for your golden years.

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We Have the Tools to Help You

We pride ourselves on our partnerships with companies that are dedicated to meeting your unique financial needs. Our partners use multiple resources to help you assess your individual financial situation and get started on achieving your long-term financial goals. Some tools our partners have access to include:

Income Architech
An all-in-one planning tool that seamlessly combines:
- Income
- Cash-flow analysis
- Taxes
Total Social Security
Software that builds Social Security planning into your practice. Includes:
- Visual reports
- Break-even charts
- Income-gap charts
SmartRisk
Software that helps clients achieve better retirement outcomes through better risk analysis. Includes:
- Asset interaction analysis
- Portfolio risk tolerance
- Down market preparation

Testimonials

Richard Janal
“He was there for us every step of the way. He was responsive, patient, and considerate of all our needs. We live in Oregon, and, quite frankly, John was more responsive to our needs than anyone we could find in the Portland metro area. I feel very comfortable in recommending him and his firm. They are knowledgeable and very qualified at what they do!!!”