Annuities can be used to help you increase your savings, protect what you’ve saved, or generate a stream of income. Annuities generally fall into two categories: deferred and income; each works differently and offers unique advantages.

At Goldfinch Financial we are determined to offer our clients the most competitive annuity on the market. There is not a ‘one size- fits all’ annuity. To determine whether an annuity makes sense for you we complete a ‘full needs’ analysis. After completing this we go to work shopping the industry for the best fit for you! We are in the business of protecting our client’s assets and maximizing growth without risk. Below are some annuity basics.

To learn more about your annuity options, give us a call at (515) 216-1181 and schedule a free consultation!