When looking for an alternative to traditional investments that bear market risk, often retirees will turn to other vehicles such as fixed annuities or single premium immediate annuities (SPIA'S) to fund their retirement plans. Fixed annuities offers safety of principal and earns a guaranteed interest rate for a specified period of time. (Your interest rate is guaranteed by the issuing companies) Fixed annuities are low-risk products designed for more conservative investors who, most importantly, don't want to worry about the ups and downs in the stock or bond markets.

If you're concerned about being financially secure during your retirement years, you owe it to yourself and you’re loved ones to protect your assets against market fluctuations and the potential of outliving you savings. Stonebridge Benefits offers conscientious, experienced guidance with retirement plans and their distributions. We take into consideration, taxes, inflation, risk, and personal objectives to make a suitable recommendation that is right for you and your family.

For more information about how to create a financial plan for your retirement, contact us.