How much do you need for your dream retirement? Use our calculator to find out.
Work with experienced annuity advisors who help you compare annuity options catering to diverse financial goals. Our annuity experts help you determine the best way to choose an annuity in Arizona, Nevada, and beyond.
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From Allianz annuities to Fidelity annuities and Vanguard annuities, guidance is tailored to your goals, timeline, and risk level.
An annuity converts a lump sum into steady payments. Payments can last for a fixed period or for life.
Common options include:
Annuities offer a secure source of income, and they are financial tools for diversification.
CLAIM MY FREE PORTFOLIO REVIEWOur annuity advisors can help you simplify annuity contracts and find the best solution for your financial needs.
These annuities are subclassed into:
Deferred annuities often lead to a higher accumulation of funds before distribution starts.
CLAIM MY FREE PORTFOLIO REVIEWThere are different types of annuities to consider:
These guarantee you a fixed interest rate for a specific period of time.
These allow you to invest in the market with potentially high returns — but much greater risk.
These annuities give you a balance between risk and reward. They depend on how a market index performs. However, these annuities normally protect your principal with limits on your returns.
Our annuity advisors concentrate on accumulating funds in your annuity. Choosing the right type of annuity can help grow your investment steadily over time. Not all annuities are built the same: Costs, riders, and features vary widely.
For instance, variable annuities in Phoenix, Arizona, can be expensive because of the additional 2-4% in fees. Why waste your money on administrative, rider, or mortality fees?
Income riders on products face criticism for being costly and potentially misleading. These riders often offer enticing bonuses, crediting them to the account or income value.
A trusted annuities advisor focuses on:
Our annuity advisors can help you select the best guaranteed annuity rates. They’ll help you determine if an annuity is right for you. A digital self-service tool like Fidelity’s annuity calculator can only offer so much help. Personalized advice from the best annuity agent for you should cater to your needs.
CLAIM MY FREE PORTFOLIO REVIEWGet a second opinion from our experienced annuity advisors. They can craft a tailored annuity strategy that aligns perfectly with your life's vision. Consider a second opinion if someone offers a Phoenix variable annuity or an expensive annuity.
We can get you the best Fidelity annuity rates, Vanguard annuity rates, or best fixed index annuity rates. Seek knowledgeable advice from our annuity consultants. Phoenix annuities don’t have to be expensive.
Our annuity financial planners are product-agnostic; we focus on finding the best annuity products to help our clients. We know our way around different annuities like Vanguard annuity options, Allianz annuities, and Fidelity annuities. Our President, Stewart Willis, is on the design committee for new product development for Allianz.
Rest assured; our annuity advisors will support you throughout the annuity process. From Vanguard annuity rates to other product offers, we’re here for you as fiduciaries.
We work with many top companies like:
Make your future one worth dreaming about. Call one of our financial advisors in Phoenix today to learn more about our family financial planning services. When you achieve your goals, we achieve our goals.
Our local financial planners aren’t just here to manage your assets. Our goal is to help you build a stable financial future with what you have. Our firm gives you a full view of every aspect of high-net-worth financial planning, including tax planning.
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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
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