Do You Qualify For The New Annuity Options?

Things Have Changed! See If One Of The New, Flexible Annuity Options Works In Your Retirement Portfolio

Do You Qualify For The New Annuity Options?

Things Have Changed! See If One Of The New, Flexible Annuity Options Works In Your Retirement Portfolio

STEP 1: DISCOVER

60-Sec Annuity Quiz

Simply take our 60-second annuity quiz below and we start calculating based on your situation, your goals, and your retirement portfolio.

STEP 2: PLAN

Your Personal Plan

Together we'll assemble a plan for your goals, options, rates and more. You'll get the unbiased, honest advice you deserve for a secure future.

STEP 3: APPLY

Apply Your Strategy

After selecting the right strategy for you we help you get things set up properly, start your benefit, and apply your plan for growth and protection.

Find Out Which Options You Qualify For

By Taking Our 60-Second Annuity Quiz

If the market went down 50% tomorrow how safe is your money?
$

How can we best reach you with the results?

NEXT

Financial Tax Strategies

1313 N Milpitas Blvd
Suite 155

Milpitas, CA 95035
Toll Free: (888) 977-1222

​

Financial Tax Strategies and the information contained on this website is not intended to be a source of advice or credit analysis with respect to the material presented, and the information and/or documents contained in this website do not constitute tax or investment advice. Financial Tax Strategies 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 advisors before engaging in any transaction.

© 2023 Financial Tax Strategies • All Rights Reserved • Privacy Policy