Our group offers a wide range of annuities to help clients take advantage of retirement income and savings opportunities. We can help you understand how an annuity works, including its features, benefits, and potential investment risks.
We will work with you to determine how an annuity may strengthen your overall retirement savings portfolio, discuss investment opportunities, and help you determine the level of risk that is comfortable for you.
There are many market climates where Treasury and/or Municipal bonds may outperform Corporate bonds, and vice versa. We actively overweight and underweight across the bond universe, to potentially maximize income, while attempting to reduce risk.
Our active dividend growth investment strategy seeks to provide clients with a rising stream of income through annual dividend growth. A key objective is to provide a well-diversified strategy for income-oriented investors, to keep up with the rising cost of living, while striving to generate growth for their portfolio.
We focus on investing in profitable, growing companies, with a track record of paying increasing dividends throughout all market cycles, including economic recessions. There are only a very small group of companies that meet our stringent criteria and deliver time-tested returns.
There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination.