Could an annuity be right for me in retirement?

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Tim and Kathy were unsure if an annuity was right for their retirement. In this video, we share how we helped them evaluate their options and create a plan that fit their needs. If you're also wondering whether an annuity is the best move for you, watch to see how personalized advice can make a difference in your retirement planning.
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DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: wasmithfinanci...