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Your retirement is our priority - and we want to help you plan yours!
Your retirement is our priority - and we want to help you plan yours!
With so many insurance and retirement professionals out there, it can be difficult to know who to trust. Our team offers a simple, clear strategy to protect your money for the long-term and provide a lifetime of income that cannot be outlived.
If your goals involve protecting your retirement savings and establishing an income you can count on, let's talk!
We are dedicated to giving you options that help protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future. Our experience in this area and our passion for long-term protection and planning shine through in all we do.
Our clients frequently tell us how much they appreciate that we take the time to educate them on their options. For example, throughout the year, we offer multiple educational sessions for you to learn more. These events are at no cost to attendees and often include a complimentary dinner. No products are sold at the events and there is no obligation to make a follow-up appointment. In addition, we avoid being “all things to all people.” Instead, we provide a clear path to safety, simplicity, and a reasonable rate of return in retirement. Our primary goal is helping our clients establish a solid and reliable retirement foundation.
Annuities can provide a guaranteed lifetime income. In addition, fixed annuities and fixed index annuities also provide protection of your principal, regardless of market conditions. In this way, both of these annuity types could help you secure your retirement savings.
In addition to providing lifetime income options, our practice also offers tax-free* income choices for retirees as well. Certain life insurance policies, such as indexed universal life insurance (IUL) may provide a way to take income during retirement, tax-free*.
Blackwell Financial and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Blackwell Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
By contacting Lisa D Blackwell VA Ins Lic #883770/Blackwell Financial, Inc. VA Ins Lic #153975, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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