Independent Annuity Analysis

Our consultants at Independent Annuity Advisors understand that retirees with a predictable monthly income stream tend to be less anxious than those relying solely on investment returns to fund their retirement. With less Americans receiving pensions and Social Security only covering a portion of a household’s required expenses, more and more individuals and couples are exploring annuities to add certainty to their Financial Plan. With hundreds of options available, each with additional benefits that can be added and industry jargon, the task of determining which annuity will serve you the best can be daunting. Our team seeks to simplify the process for our clients. While you have spent your career focusing on what you do best, analyzing annuities is what we do best, and we are here to share that expertise with you, so that you can retire confidently. If an annuity is right for you, it is also essential to choose the one that will best support your retirement goals. Our work together begins when you contact us for a consultation. We will help you determine if an annuity could support your retirement goals, if it will improve your retirement sustainability or if one could help you achieve additional goals. If an annuity is the right solution, you will then gain from our expertise as we determine which annuity provides the most value to your plan and best supports your unique goals. We believe that no matter how well you prepare for retirement, there will always be something unexpected - such as a market downturn, a medical expense, or a family member in need - and having a financial plan that can pivot during those times is critical for your sustainability. We will stress test our recommendations against those what-ifs, and present to you the solutions we think are best for you.