Annuity Rescue

For clients seeking Fee Only management of their Variable Annuity with an eye to cost conscious, balanced portfolio construction, we work with Jefferson National's Monument Advisor platform to offer this service at a competitive price. For most clients with a Variable Annuity, we can utilize a 1035 exchange to Jefferson National after conducting a suitability fact-finding process. As with all of our investment advice, we see annuities as financial planning tools first, and base all of our advice on financial planning fundamentals.

We do not sell annuities- we manage these accounts as part of a balanced approach to long-term success where it's advantageous

Fee Only

We manage Variable Annuities according to our principles of Fee Only compensation and Fiduciary care- that is, always acting in the client’s best interest. We do not sell Annuities, and are not licensed to sell any insurance product or collect commissions. We are happy to manage these accounts as part of a balanced approach to long term financial success where it is advantageous.

To us, one of the great benefits of the Fee Only model is that we can choose strategies and investment vehicles that make the most sense for the client without worrying about our own bottom line. Sometimes a Variable Annuity is a useful tool for tax benefits. For many of our clients, this will not be the case, and we have no reason to recommend them where unnecessary. Since we are compensated the same either way, we only recommend the strategy that will benefit the client most.

We’re pleased to work with Jefferson National, as they share our commitment to transparency, informed investment selection, and managing investors’ long-term investment costs. Through them, we’re able to construct portfolios from many of our favorite Fund families, such as Dimensional Fund Advisors (DFA), Vanguard, T. Rowe Price, Third Avenue, and many more.

To set up a free consultation about our Annuity management services, please visit our Contact page or call 541-729-0382.