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Annuities
Many of our clients desire the tax deferral of annuities. When they are appropriate we often recommend annuities from the largest and strongest insurance companies. We recommend annuity programs which do not have up front commissions or surrender fees. We also only recommend annuities with a large number of investment managers and investment options. We receive a portion of the administration fees of the annuities for our advice and management.


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Investment and Asset Planning, LLC
2110 Kemp Blvd., Wichita Falls, TX 76309
940-761-2527 or 800-687-1303
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Article Archive

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