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
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403b's/ TSA's
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IRA's/ Roth IRA's
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SEP IRA's
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401K Rollovers
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CD Alternatives
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529 Plans/ College Funding Techniques
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General Wealth Accumulation Methods
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Asset Protection
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Innovative Investment Strategies
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Long Term Care
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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.
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
