Financial Services
Common sense planning for the future! We offer a range of products to help you build and secure your future. Whether your finanacial future includes paying college tuition, purchasing a new home or retiring with security, we look forward to helping you reach your goals.
Some of the products you might wish to consider:
- Annuities
- Variable Universal Life Insurance, see Life/Health Insurance
Annuity: This is a contract with an insurance company that you agree to deposit a specific amount of money with that insurance company. The insurance company agrees to pay a fixed rate of interest on your funds, as long as the contract exists. The interest you earn accumulates as tax deferred. Also available are variable annuities which pay a variable rate of return. Withdrawals are taxable and if you withdraw from the account prior to age 59 1/2 a tax penalty may apply and there are federal restrictions.*
Mutual Funds: This is an open-end management investment company that combines the money of many investors and hires an investment manager to invest that money
in an attempt to gain one or more financial objectives. These financial objectives can be classified as current income, capital growth and capitol preservation.*
*Our agency does not provide legal or tax advice. For specific legal or tax advice based on your situation, please contact your attorney of tax advisor.
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