Protecting your retirement doesn't have to be complicated. With good guidance and council, you can be confident in your golden years.
Let's talk about your plans. Virtual meetings are available. Coffee is on us!
Want to see what retirement will look like for you? We'll show you some numbers.
You don't need a PhD to understand our illustrations. You get clear, easy reports.
We promise to keep your retirement costs low. Many of our products have no fees!
Retirement is a puzzle in which all pieces are needed. With proper planning, you can prosper when you hang up the cleats.
We offer solutions designed to supplement your social security and pension with additional guaranteed income you can never outlive.
Life insurance options change regularly. Our job is to stay up to date on products and services to help you find the right policy for you.
Retirement is never a time to wing it. Proper planning is the key to securing your golden years, and we can help!
It's critical to set up your social security benefits right the first time. We have the knowledge and experience to get it done.
Benefits Assistance Management Group (BAM) has been helping people secure their retirement with guaranteed lifetime income that never runs out.
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I am dedicated to providing you with real service, clear numbers, and thorough advice to help you make the right choice for your retirement.
We are a financial services firm helping clients prepare for retirement using insurance and annuity products and solutions. We are not affiliated with the Social Security Administration, Medicare, or any other government agency. We do not offer tax, legal, or estate planning services or advice. Always consult with your own qualified tax/legal advisors. Insurance and annuity solutions may not be suitable for everyone.
Insurance and annuity products involve fees and charges, including surrender penalties for early withdrawals. They include terms and restrictions and, in some cases, may require medical and/or financial underwriting to qualify. Additional riders may be added, which may entail additional costs. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Withdrawals are subject to ordinary income taxes, and if taken before age 59-1/2. May incur an additional 10% federal penalty. Product and feature availability may vary by state.
Fixed index annuities are not investments and have no participation in the markets. Potential interest is calculated periodically (usually annually on the annuity’s anniversary date) and is subject to limits called caps, spreads, and participation rates established by the issuing company. All rates are subject to change at the issuing company’s discretion.
