Boutique Annuity Options – Deciding What’s Right For Your Financial Plan
If you are considering adding annuities to your financial plan, you need more than just the generic information that can be found on the internet. You need to understand how they work, the advantages and disadvantages, and the variety of options available. You need to carefully consider which products will best meet your needs. These are difficult questions to tackle, especially if you’re new to the world of annuities. An experienced financial planner with deep experience with annuity products, Kris Montgomery can provide you with the guidance you need so that you can choose the annuity that is right for you.
Service That is Uniquely Tailored to Your Needs
Understanding the different types of annuities available and their advantages and disadvantages is only the first step of the process. Unfortunately, many people make the mistake of thinking that it is the only step in the process and make their choice based on what one they think is better. Because annuities are illiquid assets, choosing the wrong annuity can create some significant problems down the road.
Everyone has unique needs and goals. Our goal is to meet those unique needs in a way that is fully personalized.
What’s Your Why?
Clients have different reasons for considering annuities as part of their financial planning strategy. However, it’s not uncommon for people to consider them just because they feel they should. We help people identify the reasons why they may want to consider annuities and then help them prioritize where it should fit in their overall financial plan. Kris begins every relationship with a one-on-one conversation designed to help focus your goals.
Matching Annuity Products to Your Needs and Desires
At Alpha Crypto Consulting, we believe that the most important step in the process is determining which annuity is right for you. This means talking about your long-term goals and current financial plan, as well as your tolerance for risk and need for guaranteed income. We then recommend the annuity products that we think will best meet your needs, and break down the fine print for you so that you know exactly what you are purchasing.
An Informed Client is an Empowered Client
Many financial planners focus solely on the bottom line – the expected returns, anticipated growth, and potential risks. At Alpha Crypto Consulting, we strive to educate our clients so that they can make informed decisions. We see ourselves as more than just a financial planning firm but as facilitators who connect you with the annuity products that we think best meet your needs. Ultimately, the decision is always yours – we’re just here to make it easier.
Alpha Crypto Consulting – Boutique Annuity Service with Big Firm Experience
Annuities can seem like an obvious choice when it comes to retirement planning. However, finding the right annuity is often more difficult than people think, and purchasing the wrong annuity can keep you from living the life you want. To discuss how annuities can help you meet your goals and which ones may be right for you, call or email us today to schedule an appointment.