Grab Your Free 'Annuity Review' Before It's Too Late.
What You'll Get:
On this free call, we’ll walk you through why annuities are not ideal for most people as well as the many hidden pitfalls that most people don’t know about. Once you have all the important facts you can decide if it’s the right investment for your retirement plans or if an alternative makes more sense.
All for free. From a Fiduciary, Fee Based Financial Advisor who will put your interests first.
Potential Things We'll Cover:
- Fees: What does the annuity actually cost?
- Pitfalls & Hidden Risks: How does the annuity actually work and if it has potential downfalls that are being glossed over.
- Return Potential: What is the ACTUAL return potential over time, not what the sales brochure and illustration are promising.
- Rider breakdown: We will help you analyze the rider (if one is present) to show you how they can promise what they do and what you give up when you utilize it. It's time to learn how these really work.
- Alternatives: We'll cover alternatives you can utilize including safe and low risk strategies that keep your money liquid and accessible without the fees, long surrender periods, and hidden risks.
Schedule a Free 'Annuity Alternatives' Meeting Today
Frequently Asked Annuity Questions
A detailed analysis of your annuity by a fiduciary, fee-based financial advisor to help you understand its true cost, risks, and return potential.
Select the best suited available date and time for you, and fill out the form presented with the requested information, or contact us via email to book your free consultation.
Absolutely not! Our review is completely free, aimed at providing you with honest, unbiased financial advice.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.