top of page

OUR SERVICES

Choosing the right road for retirement can be challenging. With so many choices, which path will be right for you?

 

On one hand, you want safety of premium and guaranteed lifetime income. On the other hand, you want the potential for higher returns by being invested directly in the market, something a fixed rate investment can’t offer. This has always been a retirement savers biggest dilemma.

 

Should I elect the guarantee of protecting my money with a minimum amount of interest, or tie myself to the stock market with the potential of higher returns but at the risk of big losses?

 

Fixed Index Annuities now offer the best of both worlds; protection of premium and the potential for stock market-linked growth with no risk of loss of premium due to market fluctuations.

 

If you are not happy with your current retirement plan, we can help you switch out of a high risk or low performing investment to one that will give you what you want and deserve!

RETIREMENT STRATEGIES
 
  • 403b's/ TSA's
  • IRA's/ Roth IRA's
  • SEP IRA's
  • 401K Rollovers
  • CD Alternatives
  • 529 Plans/ College Funding Techniques
  • General Wealth Accumulation Methods
  • Asset Protection
  • Innovative Investment Strategies
  • Long Term Care
  • Life Insurance & Annuities

OTHER HELPFUL LINKS

 

Listed below are links to web sites that may be of interest to you. Feel free to visit these sites.

 

INDEXED ANNUITY INSIGHTS

 

IRS- INTERNAL REVENUE SERVICE

 

WALLSTREET JOURNAL

 

NATIONAL LIFE GROUP

 

403B COMPARE

 

 

Because the content of newsgroups and websites change constantly, it is impossible for us to review it all. Our agency cannot be responsible for the content of any of the above links.

ROBBY WELLES

 

RETIREMENT SPECIALIST

SANDSTROM & ASSOCIATES

© 2015 by Robby Welles.

 

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.

Office: 818.360.7400

Cell: 310.308.5995

Fax: 818.360.7411

Email: rwelles@robbywelles.com

17038 San Fernando Mission Blvd.
Granada Hills, Ca 91344

*Fixed Index Annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. They may not be appropriate for all clients. Mr. Welles  should not be viewed as providing legal, tax or investment advice

 

bottom of page