INVESTMENTS

There are many places to put your money and hopefully have it grow into more money. How much do you need to invest? How do you make it happen if all the money seems to disappear before the end of the month? With so many choices, how do you decide which are best for you? We have to take into account your age, needs, sensitivity to risk and much more. There are many good choices and some that aren't too good.

There are several different types of Annuities, Fixed Annuities and Indexed Annuities. Immediate Annuities can be set up as an Income You Can't Outlive. We are big believers in not putting all your eggs in one basket, so we offer a wide variety.

Qualified savings such as 401Ks and IRAs use pre-tax dollars. The new Roth IRA saves the deduction for retirement time. IRA rollovers are easy. Is It Too Late for Retirement Planning? Do You Need a Trust?

These are important investment questions. The answers you choose may determine your quality of life for many years. We can't all be experts in everything, so it's important to get help. For a free evaluation of your investment needs, call Nancy, 928-777-8736, or Ron, 928-717-8256, or E-mail us at investments@weareinsurance.com. Use the Information Request Form for fast service.