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 Retirement Planning


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Retirement Planning

An annuity is a financial product that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time. Annuities are primarily used as a means of securing a steady cash flow for an individual during their retirement years.

 Annuities can be used to handle both traditional and Roth IRAís as well as SEP and SIMPLE retirement savings plans.  They are also an excellent way to save for the future beyond your 401K and work sponsored plans.

 There are many ways to structure the pay out of an annuity.  We can work with you to plan for retirement and use annuities to guarantee a steady flow of income during your retirement years.  All of our Annuity contracts are handled by A+ rated Insurance Companies to provide you with the safety you desire for your savings.


A Quick Discussion of
Annuities and You
Please call Hartselle (256) 773-2210 Madison (256) 772-9704
or email
us for quotes.


Hartselle Office

Location: 1612 Highway 31 SW
Hartselle, AL 35640         Directions, Map

Mailing Address: P.O. Box 427
Hartselle, AL 35640

Phone: (256) 773-2210
Fax: (256) 773-2314


Madison Office

Location: 8075 Madison Blvd Suite 107 Madison, AL 35758         Directions, Map

Mailing Address: P.O. Box 613
Madison, AL 35758

Phone: (256) 772-9704
Fax: (256) 772-9495

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