My Annuity Store

America's Annuity

America's Annuity is the premier provider of annuities, offering our clients the best rates and top annuities. We have been voted Best of our Valley in 2017 and 2018, and nominated for the 2017 BBB Torch Award for Financial Advising. Our focus is on helping our clients achieve their retirement goals through preservation, accumulation, income, and distribution. To that end, we have developed the Annuity Analyzer© to provide existing annuity owners with education on their policy and to determine if they need a better annuity to meet their needs. We also have the Annuity Comparison Questionnaire© to help our clients figure out which type of annuity is right for them. At America's Annuity, we strive to give our clients 33% more income without having to risk their money in the stock market. We offer a wide range of products and services, including annuity, fixed annuity, income annuity, variable annuity values and benefits analysis, index annuity, death annuity, and life insurance. Let us show you how we can help you reach your retirement dreams.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Tempe, Gilbert, Mesa, Chandler, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Frank Medina Insurance

Frank Medina Insurance is a personal and commercial insurance provider that strives to educate the public on the importance of insurance. The company is dedicated to helping people understand their coverage needs and how to best protect themselves and their assets. Their services range from car, home and health insurance plans to term and whole life, business and commercial insurance, fixed annuities, retirement, bonds, trucking, motorcycle insurance, recreational vehicles and boat insurance. They also offer specialized advice for each customer to ensure they receive the best coverage possible. With an experienced team on hand to provide top-notch service and support, Frank Medina Insurance is committed to helping customers make informed decisions about their insurance needs.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

Chesapeake Financial Planning

Chesapeake Financial Planning & Tax Services, located in Annapolis, Maryland, is an investment advisory and financial planning firm dedicated to helping its clients reach their goals and objectives. Our team of experienced professionals offers personalized financial services through financial planning and the use of stocks, bonds, partnerships, fixed annuities, and insurance products such as life, health, long-term care, and disability insurance. We strive to bring our clients peace of mind with knowledge and expertise in all their financial needs. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

My Annuity Store

My Annuity Store, Inc. is an online annuity platform that provides direct access to customers. Our goal is to help people better understand annuities, while providing educational materials and products. We offer Fixed Annuities, Fixed Index Annuities, Immediate Annuities and Long Term Care Annuities, as well as the opportunity to compare rates and chat with licensed agents.At My Annuity Store, our team is committed to providing a comprehensive and tailored experience for all customers. With our knowledgeable staff and informative resources, we strive to give everyone the best chance of making the right decisions for their financial future.