Annuity Advisory Services

If you currently own an annuity or are asking questions about a purchase gives us a call. There are several options available to you for Growth and Accumulation with protection from market loses. Let us help you navigate.

    Founded in 1983

    Providing fee-only fiduciary advice for almost 40 years

    Independent

    Not owned by bank or brokerage firm

    Conservative Approach

    Focusing on
    "Growth with Protection"

    Pile of coins

    I love to talk about this topic primarily because its stirs up a lot of misconceptions and false narratives.

    But briefly let me put this in prospective for today’s investor

    According to LIMRA over $77 Billion was poured into annuities in the 2nd qtr of 2022, a 22% increase from the first quarter.

    This marked the largest increase in the history since LIMRA began to track and it beat it its previous high by over $9 billion set back in 2008, during the great Recession.

    Questions You Must Ask?

    Why is there currently over $2.5 trillion US dollars alone sitting in Annuities!

    LIMRA went onto say that with rising interest rates and Annuity manufacturers offering 4 to 5 times higher rates than CD ‘s at banks and growth with protection investors are seeing tremendous value. Read More

    That said, our job is to make sure you understand every aspect of Annuities- the do and don’ts.

    What dollars are best suited to place in these type accounts and which ones to avoid.

    Financial Questions

    If you currently own an annuity or are asking questions about a purchase gives us a call. There are several options available to you for Growth and Accumulation with protection from market loses.

    Some are primarily built for Guaranteed Lifetime Income for you and your spouse.

    Let us help you navigate.

    Location and Contact Information

    Ga Advisory Group Building

    Headquarters

    2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

    Talk to a team member

    Have a question? Call us and let a team member help you find an answer.

    Schedule a FREE Consultation

    Schedule a FREE consultation with a Financial Advisor.