Wealthguard Annuity Group LLC
Retirement should be stress-free. Learn how to safeguard your savings and secure your financial future with a straightforward strategy.
Convenient Locations
In NJ & PA
Call Us
(856) 273-9609
// Who We Are
Our Core 3 Principles
Safety First
If you've invested in the stock market, you've seen both ups and downs. However, now that you're nearing (or entering) retirement, your goals have most likely shifted. We believe that your primary objective should now be to protect your finances. Please contact us; we can show you potential options for protecting your hard-earned retirement funds.
A reasonable rate of return**
After guaranteeing* your safety, your next goal should be to grow the value of your retirement funds by earning interest at a reasonable rate. Does focusing on safety mean that you must give up the chance of generating a reasonable rate of return,** you may ask? Fortunately, no. These two benefits can both be obtained through the use of specific types of life insurance policies or annuities. These products offer an element of safety* while you earn interest at a reasonable rate of return.**
Keep It Simple
Developing a retirement strategy might be difficult. Despite the numerous aspects and options to consider, there is still hope for a simple retirement plan. It is possible to simplify your approach, and not only that, but we believe that simple solutions are often the best. If you have to spend all of your time worrying about whether or not your approach will work, you'll be unable to enjoy the worry-free retirement you deserve. We can help you keep things simple, which, in our opinion, is another key to a successful retirement.
// Secure your Future
Keys to a Successful Retirement
You have saved money for retirement for most of your life. Now is the time to protect that money. For many people approaching retirement, their biggest concern is running out of money. Fortunately, you can protect your retirement savings while earning a reasonable rate of return.** To learn more, come to one of our educational retirement seminars or contact us to schedule a one-on-one meeting. We feel that safety, a reasonable rate of return**, and simplicity are the three most important keys to a successful retirement.
Discover the Keys to a Successful Retirement
You should be able to obtain as much information as possible to help you make the best retirement choices. Consider what would happen to your money if the stock market crashed. Your retirement is nearing, so you’ll need that money soon. If the market falls, it is unlikely that you will have enough time to recover your losses. This has most certainly caused your priorities to shift, with safety becoming an even higher priority. Our primary goal is to ensure our clients’ long-term financial stability, and we can show you several options for helping you do so. Our goal is to help our clients get all of the information they need to create the right strategy for them.
