Annuities

Annuities in Roseville

An annuity is an insurance contract that provides regular payments to the policyholder over a set period of time. Annuities can be used for a variety of purposes, including retirement planning, estate planning, and saving for major life events such as a child’s education.

There are two primary types of annuities: fixed annuities and variable annuities. Fixed annuities offer guaranteed payment amounts, while variable annuities offer payments that can vary based on the performance of the underlying investment. When choosing an annuity, it is important to consider your financial goals and objectives carefully. Annuities can be complex products, so it's also important to work with a qualified Roseville financial planner who can help you select the right product for your needs.

We ONLY Focus On The Type Of Annuity You Need

Whether you're looking for income for life, a lump sum of cash, or tax-deferred growth potential, Wheeler Financial Planning Roseville has an annuity that's right for you. We offer a variety of annuities, so you can find the one that best suits your needs. And because we're an independent company, we're not tied to any one insurer.

That means we can offer you a wider range of options and customize a solution just for you. Contact us today to learn more about our annuity options and how we can help you reach your financial goals.

Annuities And Budget Planning

Immediate annuities begin making regular payments to you as soon as you make the initial investment. Deferred annuities, on the other hand, allow your money to grow over time, and you can start taking withdrawals at a later date. When deciding whether an annuity is right for you, it's important to consider your financial goals and objectives.

For example, if you're looking for immediate income, an immediate annuity may be a good choice. If you're interested in leaving a legacy for your heirs, a deferred annuity may be a better option. Ultimately, annuities can be a helpful tool for budgeting and budget planning in retirement, but it's important to understand how they work before making any decisions.

Where We Provide Annuities

Lincoln, Rocklin, Roseville

Have You Sat Down With An Annuity Professional Recently?

Have you sat down with an annuity professional recently? If not, you may be missing out on one of the best retirement planning tools available. Annuities offer a variety of features and benefits that can be customized to fit your specific needs, and they can provide a steady stream of income that can last for the rest of your life.

In addition, annuities can offer valuable protection from inflation and market volatility. If you're looking for a way to secure your retirement, sit down with Wheeler Financial Planning Roseville today. James can help you find the right annuity for your situation and answer any questions you may have.

If You Need Help With Any Annuity Needs...

There are many different types of annuities, and it can be difficult to know which one is right for you. Fortunately, Wheeler Financial Planning Roseville is here to help. We have a wealth of experience in the annuity industry, and we can help you choose the right product for your needs. We can also provide guidance on how to best use other tools like life insurance to achieve your financial goals. Whether you're looking for income during retirement or you want to leave a legacy for your heirs, we can help you make the most of your annuity. Contact James today to learn more about how we can help you with all of your retirement planning needs.

Simply give James a call and he'll answer any questions you may have about our Roseville Financial Planner Services.

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