Explore your Investment Options

Annuities may be a good choice


Savings with tax advantages

If you’re looking for ways to save more for retirement or generate reliable income in retirement, consider annuities. They provide tax-deferred growth and, when you retire, the option of guaranteed income to last as long as you wish — even for life.

  • Increase your savings
  • Protect what you’ve saved
  • Generate a stream of income
  • No annual contribution limit
  • Choose a lump-sum payment or guaranteed payments

Annuity Options:

Income Annuities

Seek to generate income you can’t outlive with an income annuity. You pay a portion of your retirement assets into an annuity in return for a pension-like income, guaranteed for a specified period or for life.

  • Create an ongoing source of income to help maintain your standard of living
  • Enjoy freedom from having to manage your savings to generate income
  • A good choice if you're nearing retirement, have a long life expectancy and are concerned about outliving your assets

Talk to a Financial Consultant about the options that are best for you.    Schedule an Appointment

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Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
*Asset allocation does not ensure a profit or protect against a loss.