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Plan Your Financial Future With Annuities
Are you looking for a dependable way to maintain a consistent income during retirement? Annuities could be the answer. At St Croix Financial, we provide various annuity options to support your long-term financial objectives. Our services include:
- Fixed annuities
- Variable annuities
- Indexed annuities
- Immediate annuities
- Deferred annuities
Unsure which annuity type suits you best? Contact us for personalized advice based on your specific financial circumstances.
Annuities: Pursue an Independent Future
Annuities can be a key part of your retirement planning. Here's why you might consider adding annuities to your financial portfolio:
- Lifelong guaranteed income
- Potential for tax-deferred growth
- Safeguard against market ups and downs
- Various payout choices
- Benefits for estate planning
A well-planned annuity strategy can provide reassurance that you'll have a stable income source throughout your retirement.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made before age 59 ½ are subject to a 10% IRS penalty tax, and surrender charges may apply. Variable annuities are subject to market risk and may experience a decline in value.
Why Choose St Croix Financial
When planning your financial future, you need a collaborative partner. St Croix Financial stands out because:
- We offer independent advice
- Our approach focuses on clients
- In business since 1998
- Local, family-owned company
We're dedicated to helping you make informed choices about your financial future, ensuring your annuity strategy matches your long-term goals and risk comfort level.
Contact Us
Interested in learning how annuities can improve your retirement plan? Our team at St Croix Financial is ready to help you understand annuities and find the right solution for you.
Start planning for a confident retirement today. Get in touch with us to schedule a meeting and begin your journey towards financial security.
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