Indexed Annuity Investments
Over 29 Years of Financial Planning Experience
Appointments Within a Week
Free Financial/Retirement Planning Consultations
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Pursue a Secure Financial Future
Get comprehensive financial planning services in Lake Wales, FL with a focus on indexed annuities from The Floyd Investment Group. Our team is dedicated to helping you achieve financial security through products like Equity-Indexed Annuities.
These annuities offer a minimum guaranteed interest rate, ensuring your investments grow steadily over time. Index annuities are often used when investors do not wish to accept any of the the downside risk of the stock market, but would like to participate in the potential upside return of market indices. They offer a 0% downside return with capped upside potential. Reach out to us today to learn more about how we can help you pursue a secure financial future.
When to Consider Professional Help for Indexed Annuities
Knowing when to seek professional advice for indexed annuities can be crucial for your financial well-being. Here are some signs it might be time to consult with a financial expert:
Call (863) 837-3740 to explore how indexed annuities can fit into your financial plan.
Advantages of Professional Financial Planning
Working with a professional for your indexed annuities offers numerous benefits. Here’s what you can expect:
- Personalized financial strategies
- In-depth analysis of your financial needs
- Access to a range of annuity products
- Expertise in market trends and risks
- Ongoing support and advice
- Peace of mind knowing your investments are secure
Contact us to take advantage of our professional financial planning services.
Choose The Floyd Investment Group For Indexed Annuities
Taking prompt action on your financial planning can offer immediate and long-term benefits. Here’s why you should consider contacting us today:
- Appointments available within a week
- Family and locally owned business
- Free consultations for new clients
- Over 29 years of experience
- Comprehensive financial analysis
- Personalized client approach
Get in touch with us to secure your financial future with indexed annuities.
Contact Us
Ready to take the next step in securing your financial future? Contact The Floyd Investment Group today to schedule your free consultation and learn more about how indexed annuities can benefit you.
Disclosure: Indexed Annuities are not suitable for all investors. Indexed Annuities permit investors to participate in only a stated percentage of an increase in an index (participation rate) and may impose a maximum annual account value percentage increase. Indexed Annuities typically do not allow for participation in dividends accumulated on the securities represented by the index. Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Withdrawals prior to 59 ½ may result in an IRS penalty, and surrender charges may apply. Guarantees are based on the claims-paying ability of the issuing insurance company.
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Guaranteed Minimum Interest Rate With Indexed Annuities
Call The Floyd Investment Group today.
(863) 837-3740
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Serving
Central Florida
Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC.
The LPL Financial registered representative associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from residents of any other state.
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