Investment Only

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.

Fee Only

Fee Only

These annuities are flat-fee, no commission, and offer a broad selection of investment options. As a practice that takes a holistic and consultative approach to financial planning, we believe these annuities are a crucial addition to our range of planning tools.

Annuity Rescue

Annuity Rescue

If you’re looking for a new approach to managing your Variable Annuity, we’re happy to discuss what makes our approach unique. All of our investment advice is incorporated into a broader financial planning framework that is tailored and comprehensive. Set up your free consultation to learn about our cost-competitive services.