Retirement Planning

Retire Happy First Coast Financial GroupIn these uncertain financial times, careful planning for retirement is more important than ever before. First Coast Financial Group offers a product that allows your retirement savings to grow, while providing you protection from downturns in the market.

An Equity Indexed Annuity may be right for you if:

  • You are not sure how or where to move your retirement savings
  • You are worried about outliving your retirement savings
  • You want to ensure your assets meet your retirement income needs

Do these describe your concerns? Contact First Coast Financial Group today to see if an Equity Indexed Annuity is a good match for your needs.

Here’s how it works:

  • Safety: Your principal and credited interest have guaranteed protection based on the issuing companies claims paying ability.
  • Potential for Growth: Your interest earned is credited based on growth in your choice of indexed or fixed interest allocations.
  • Credited Interest is Locked in Annually: When your contract accumulates interest, that credited interest is locked in and cannot be lost due to poor future market conditions.
  • Tax Deferral: You don’t have to pay taxes on your contract until you begin to withdraw your money.
  • Longevity: Annuities can provide you with the ability to have guaranteed income for life.
  • Protection: Annuities are protected from the claims of creditors and lawsuits.

If this sounds like it could be a good match for your needs, please contact one of our financial advisors for a free, no obligation consultation. If we discover it’s not an ideal option for your retirement objectives, we offer a wide variety of other options that can be customized to your needs.

Contact us to see if this financial product is a good match for your needs.