Donner’s Financial Services, Inc. | Retirement Planning Services Serving Port St. Lucie, Stuart, Jenson Beach, and the surrounding communities.
“What is an Index Annuity?”
Simply put, an index annuity can offer you protection from the downside of the market, while also allowing you to participate in some of the upside potentials. An index annuity has a better return than a CD, treasury bill, or bond, while also affording some tax advantages.
If you are a baby boomer or going into retirement in 2021 an indexing annuity should be a part of your investment portfolio.
At Donner’s Financial Services, Inc., we work with our clients to craft a retirement plan that considers all possibilities. Through exceptional service, dedication, and professionalism, we deliver customized retirement solutions and peace of mind.
Let us help you make a more informed decision about your retirement, today.