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• I pay too much in taxes already.
• I鈥檓 in a high tax bracket now.
• I want to reduce my taxes.

Looking for tax relief? I can find a solution for you.

• I want a higher interest rate.
• I鈥檓 not getting the return I want.

• I鈥檓 uneasy about being too exposed to the market.
• I lost money in the market recently and I don鈥檛 want to go through that again.
• I want to save more, but with less risk.
• I鈥檝e been saving my whole life. I don鈥檛 want to risk losing it all. 

• I need income now (or in three, five or seven years).
• I don鈥檛 need the money now; I鈥檓 looking for income after I retire.
• I鈥檝e had money in CDs for years.

Have you considered an annuity? Owning an annuity doesn鈥檛 mean giving up access to all your money.

• I鈥檓 worried about outliving my money.
• I want to maintain my standard of living once I retire. 
• I think I may have to work longer than I expected.

There are options so you have income for the rest of your life 鈥� guaranteed.

• I鈥檓 concerned about Social Security being there when I need it.
• I want to retire soon.
• I鈥檝e recently changed jobs. 

Thinking about retirement plans

I can help you create a personalized retirement plan that will help you achieve your short- and long-term goals. 

• I want my children to have my money when I鈥檓 gone.
• What happens to my money if I pass away?
• What happens if my spouse passes away?
• It鈥檚 more than leaving something behind. I want to pay it forward.