If you bought an annuity and have questions, we can help. First, we can review your contract and the prospectus, so we know what you purchased. Second, we can craft a strategy to reduce your exposure gradually if you are still in the surrender period. Lastly, we can review your portfolio and discuss lower cost, more tax efficient ways of investing.
As a Registered Investment Adviser, we act as fiduciaries for clients. That means we always act in our client’s best interest and do not accept commissions for helping a client invest in any product. Nobody should have to worry if their advisor is getting paid more to make one investment recommendation over another. Neither should you.
If you would like additional information or if you have questions, please complete the form below and someone from our office will contact you.
LPWM LLC does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisers.