Approaching my 60th birthday, I've been looking for instruments to preserve wealth and generate income and became intrigued about Fixed Income Annuities to fulfill that goalI had been to a few retirement seminars, but the aggressive scare tactics of the presenters has chased me away from themDoing a bit of independent research, I came across First American Advisors website - annuityeducator.com - the most informative of all the annuity sites I found David Novak, the owner, cleared up a few questions I had about annuities (the web is filled with confusing information) and, within a day, provided me a speadsheet of ~different options - highlighting the best options depending on when I wanted to start taking incomeHe clearly knew his stuffNo scare tactics or bull - just straightforward advice about income generation and wealth preservation in retirementDavid was very easy to talk to and, unlike many financial advisors, went out of his way to make sure I understood all aspects of what I was getting myself into I believe Fixed Income Annuities (FIA) is a great product for many of us baby boomers and I highly recommend First American Advisors as: 1) an education route to understanding FIA; and 2) finding the best annuity to fit an individual's needs
Approaching my 60th birthday, I've been looking for instruments to preserve wealth and generate income and became intrigued about Fixed Income Annuities to fulfill that goalI had been to a few retirement seminars, but the aggressive scare tactics of the presenters has chased me away from themDoing a bit of independent research, I came across First American Advisors website - annuityeducator.com - the most informative of all the annuity sites I found David Novak, the owner, cleared up a few questions I had about annuities (the web is filled with confusing information) and, within a day, provided me a speadsheet of ~different options - highlighting the best options depending on when I wanted to start taking incomeHe clearly knew his stuffNo scare tactics or bull - just straightforward advice about income generation and wealth preservation in retirementDavid was very easy to talk to and, unlike many financial advisors, went out of his way to make sure I understood all aspects of what I was getting myself into I believe Fixed Income Annuities (FIA) is a great product for many of us baby boomers and I highly recommend First American Advisors as: 1) an education route to understanding FIA; and 2) finding the best annuity to fit an individual's needs