Independent Annuity Guidance

We offer unbiased, fiduciary guidance to help you determine if, when, and how annuities should be incorporated into your retirement financial plans.

We hold no strong "for" or "against" positions on annuities. Rather, we allow client needs, attitudes about investing and risk, and feedback based on your own informed assessments, to dictate the advice we give.

We'll help you get educated and explore the options in a safe, transparent, and sales-free professional setting.

  • How Do Annuities Actually Work?
  • What Different Types of Annuities Exist?
  • Which One Would Be Best for My Situation & Objectives?
  • Do I Give Up Control of My Money?
  • Is Anything Left to My Heirs When I Die?
  • What Backs the Guarantees?
  • How Much Do Annuities Cost?
  • How Are Annuities Taxed?
  • What Are My Risks?
  • What AreThe Pros & Cons?
  • Immediate Annuities (SPIA)
  • Qualified Longevity Annuity Contracts (QLAC)
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Buffer Annuities
  • Living Benefit Riders


Mark Timmick is an Accredited Investment Fiduciary® (AIF) who is both legally obligated and ethically committed to always putting your interests first, so rest assured there is never a sales agenda when giving advice. Our goal is simply to educate you on the options and help you find the right strategy, overall, for retirement that is best suited for your individual circumstances.

Our Annuity Guidance provides a safe environment to learn, explore and consider your options. Request a complimentary “Get To Know Us” Meeting to explore how we can help.

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410-740-1300


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