uFinancial Group’s Post

To my fellow Americans – happy Independence Day! Cheers to the red, white, and blue.

What’s the financial and emotion burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.

For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. Let's talk about your options.

Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchase cost over time.  Is dollar-cost averaging right for you? Learn more: https://lnkd.in/gVQ6GwX8.

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

On Juneteenth, we celebrate freedom, acknowledge racial injustices, and work towards a more inclusive and equitable future.

Regardless of when you plan to retire, we can start planning for your retirement goals today with the guaranteed lifetime income of an annuity. Let's connect.

Wishing all the wonderful dads out there a happy Father's Day!

Annuities aren’t just for those about to retire; they can help your retirement plan at any stage in your life. Let’s talk through your long-term goals and see how an annuity can help.