1. When are Annuities a Good Investment?

    Annuities are a good investment if you are buying them for the right reasons. You can buy annuities for safety, long-term growth, or income. For example, a fixed multi-year guarantee annuity might make an attractive alternative to a CD; variable annuity might be bought for long-term growth, tax-defe…Read More

  2. Client Spotlight- Tom Lasley and Elaine Wood

    Beau is one of the most thorough, diligent, and fun person we have ever met.  He explained everything we were considering and even took unnecessary things off the table we had been considering.  Highly recommended. Tom and Elaine a successful boutique real estate in Asheville, NC.  They are one o…Read More

  3. Are You Looking for Guaranteed Principal Return and Growth?

    Are You Looking for Guaranteed Principal Return and Growth? Guaranteed Interest of 3.20% for 2 years, 4.10% for 5 years! Guaranteed ! In order to achieve your financial plan you have to purchase products that meet the purpose defined. One purpose in a financial plan is guarantee principal and growth…Read More

  4. Could an Indexed Annuity be right for you?

    What is an indexed annuity? An indexed annuity is a contract issued and guaranteed1 by an insurance company. You invest an amount of money (premium) in return for protection against down markets; the potential for some investment growth, linked to an index (e.g., the S&P 500® Index); and, in so…Read More