// Our Company
Three Core Principles
Create a secure and simple retirement income strategy with safety and growth. Let us help you protect your savings and plan for a worry-free retirement.


25+
Years of Experience
// Custom Strategy
Our 3 Guiding Principles
At Wealthguard Annuity Group, LLC, we can help you on the path to creating a successful retirement income strategy. We can recommend the options we think would best suit your needs. Retirement strategies are not “one-size-fits-all”, rather, each person deserves a strategy tailor-made for them. In general, we think nearly everyone we talk to would value principal protection, a reasonable rate of return,** and simplicity as core aspects of their strategy.
Interested In Learning More?
Contact us today. You can meet with us to discuss your situation, or attend one of our dinner seminar events, which will include education on these topics and more, as well as a complimentary gourmet dinner.

Safety Is Key
You might have been more comfortable with risk when you were still working. However, as retirement approaches, or even arrives, circumstances may change.
Safety Is Key
You might have been more comfortable with risk when you were still working. However, as retirement approaches, or even arrives, circumstances may change. The stock market has "ups and downs" - which is OK if you're still working and have time to wait for an "up." However, as you age, time will no longer be on your side. Soon, that money will be your only source of income (or at least one of your only sources). If you lose money in retirement, you may be unable to recoup. This is why it's so critical to incorporate safety into your approach. Safety comes first, followed only afterwards by potential growth. A fixed indexed annuity (FIA) can provide guaranteed* lifetime income while protecting both your principal and any interest earned on it. As a result, you may choose to include an FIA in your retirement income strategy.

Reasonable Rate of Return**
Do you have to choose between keeping your money secure and making a reasonable rate of return** on it? Fortunately, no. You can get both of these perks.
Reasonable Rate of Return**
Do you have to choose between keeping your money secure and making a reasonable rate of return** on it? Fortunately, no. You can get both of these perks. A reasonable rate of return** is possible with the right retirement income strategy, and achieving it should be your next goal after safety. It is critical that you continue to earn interest at a fair rate** on your retirement savings. You don't want to run out of money and have to return to work years after retiring because of escalating living costs. Certain annuities or life insurance products may allow you to secure your money while still earning reasonable returns.**

Simplicity
Putting together a retirement income strategy can seem daunting. But it doesn’t have to be. In fact, we feel that some of the most effective retirement strategies are straightforward and simple ones.
Simplicity
Putting together a retirement income strategy can seem daunting. But it doesn't have to be. In fact, we feel that some of the most effective retirement strategies are straightforward and simple ones. Your approach should not only safeguard your principal* and generate reasonable returns,** but it should also be simple for you to grasp. And, you might be able to gain all of these advantages with just one easy product! You shouldn't have to spend your retirement worrying about the success of your investments and closely monitoring your assets. Instead, you deserve a strategy that gives you confidence and a sense of security during retirement. A fixed-indexed annuity, for example, may be able to help you achieve this.