Planning for the future can feel overwhelming, especially when it comes to protecting your loved ones or ensuring steady income in retirement. At Simplicity Advisory Group, we walk you through all of your options and help you choose solutions that bring peace of mind. Whether you’re thinking about life insurance to support your family or considering an annuity to help fund your retirement, we’re here to guide the way with personalized support and trusted advice.
We work with individuals and families to explore life insurance options that fit their goals, budget, and stage of life. Whether you want to cover final expenses, leave an inheritance, or provide support for a spouse or dependent, we help you find the policy that meets your needs.
Annuities can provide guaranteed income during retirement, giving you more control and stability in the years ahead. We help you understand the different types of annuities, how they work, and whether they fit into your long-term retirement strategy.
Life insurance and annuities are more than just financial products—they’re long-term tools for creating security and protecting your future and legacy. We take the time to understand your unique goals and make recommendations that reflect what’s best for you and your family.
It depends on your goals. Many clients choose to maintain or purchase coverage to support a spouse, pay off debts, or leave something behind for loved ones.
In general, the earlier the better—but we work with many clients in their 50s, 60s, and even 70s to find affordable and meaningful coverage.
Yes. Annuities can create a reliable stream of income for life, which can help reduce uncertainty and support your lifestyle throughout retirement.
We’ll walk you through the pros and cons based on your income needs, retirement goals, and risk tolerance to help you decide.
