Strategy Financial Group

602.343.9301 Phoenix

520.505.3605 Tucson

520.505.3605 Oro Valley

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The Peyton Manning Annuity Plan

03.25.14: This article, "The Peyton Manning Annuity Plan", recently featured in Market Watch offers a new and entertaining take on understanding the potential role of fixed annuities in your portfolio. Discussing financial matters can often be a bit on the dry side but this article takes a more lighthearted approach and details how “One of the best quarterbacks in the NFL unknowingly provides a road map to how you should approach the possibility of adding a fixed annuity transfer-of-risk strategy to your portfolio.” Contact us today to review your retirement plan and determine if a fixed annuity is right for you.

Are You Ready for a Long Retirement?

02.25.14: Did you know that, according to recent research, only 35% of retirees are “financially prepared to live into their 90s”? As you’re well aware, one of the key elements to a financially secure retirement is ensuring that you’re not solely reliant on Social Security. In this article from the Wall Street Journal, “Are You Ready for a Long Retirement?” one of the recommended options is an annuity to help ensure you have enough money to cover expenses. Of course everyone’s situation is different which is why we encourage you to contact us today so we can discuss the best strategy to suit your individual needs.

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