Investment Only

Part of our suite of financial planning services is our approach to working with Variable Annuities. We exclusively use Investment Only Variable Annuities (IOVA’s). We apply all of our broader philosophies of low cost investing with a value-oriented strategy that welcomes Socially Responsible investing approaches when working with annuities.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: