INVESTMENT, RETIREMENT, AND ESTATE PLANNING STRATEGIES
Do you have or are you considering an annuity? Would you like to learn what’s really going on inside annuities?
Growth rates, caps, fees, and the rest – what’s really guaranteed? And how?
All Those Values
What does each value mean? How can you access each one? And when?
How does this affect different values and the annuity contract overall? Can taking income negatively affect your contractual guarantees?
What amount of money can you access without penalty? When? And how often?
What are your real all-in costs and how are they deducted? How might annuity fees affect the long term viability of the contract?
How is the money deferred? And how does it come out? Be aware of how money is affected when it goes in and comes out of an annuity.
Fixed, Indexed, Variable
What are the features of each type of annuity? Which is a possible fit for you? Speak with an advisor who understands each type.
Get an Annuity Review with Soren T. Christensen, CFP®, ChFC®:
Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC. He has over ten years of experience in the financial services industry and is a Certified Financial Planner™ – a designation that comes with extensive training in investment planning, retirement planning, estate planning, insurance, taxes, and employee benefits. Only 17% of all financial advisors in the industry can claim this distinction. As a result of his considerable experience and knowledge, Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Soren represents clients across the country as a comprehensive investment, retirement, and estate planning advisor. His goals are to grow and preserve the wealth that will be used throughout his clients’ retirement as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation.
Soren’s ultimate goal is to ensure that the possessions that comprise one’s life’s work—businesses, personal residences and property, and any savings or investments—are enhanced and protected during his clients’ lives and that they pass on to the next generation in their entirety.
How to schedule your Annuity Review
Click here to request your Annuity Review, and one of our staff members will follow up with you shortly to schedule your appointment. Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.