With today's longer life expectancy, retirees are often concerned about outliving their assets. An Annuity is a viable tool that eases this concern, protects your assets and can provide lifetime income. Now is the ideal time to talk about retirement and income planning. PKS Financial will work with you every step of the way to present a top-quality plan which best suits your needs, by:

  • providing the resources and products utilizing state-of-the-art automation and comparison tools that evaluate fixed, indexed and immediate annuities
  • designing a custom portfolio to provide the best available solution to meets your current and future objectives
  • focusing on three fundamentals of financial planning: accumulation, distribution and wealth transfer
  • providing access to the Retirement Positioning System (RPS) – a solution designed to provide lifetime income that you won't outlive
  • offering the Annuity Audit – an objective, third-party analysis of existing annuity policies

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