Finally, The Truth About Annuities!
Houston, TX. – Financial Advisor J. Allen Neuenschwander reaches out to clients and the community to inform them of the benefits and dangers of owning annuities.
Neuenschwander advises that annuities can be a great “safe money asset” to own.
“Banks sell them, brokerage house representatives sell them, the guy who insures your car can probably sell them, too,” said J. Allen Neuenschwander, Owner of Outlook Wealth Advisors, LLC. “But the real question is, are annuities any good for you, your money and your retirement? And if they are good, who is qualified to find you the right one for your unique retirement planning situation?”
When consumers are considering an annuity, it is essential that they get complete disclosure in order to make an informed decision.
Variable annuities, lifetime immediate annuities and indexed annuities all have their pros and cons that may not be visible to the naked eye.
“Don’t buy into an offer that defies logic,” said Neuenschwander. “A good safe money advisor will know how to ladder annuities and help you find the best option after carefully considering the benefits and costs to each one.”
For more information on how J. Allen Neuenschwander can help, please visit www.outlookwealthadvisors.com.
For media inquiries only, please contact Jenn Horner at [email protected].
About J. Allen Neuenschwander:
Allen created Outlook Wealth Advisors after a devastating family tragedy. Unlike many estate & financial planning firms, Outlook has a true fiduciary responsibility to take care of its clients’ interests first, not the firm’s.
Over the years, Allen has passed numerous exams to become a Chartered Life Underwriter (CLU) and Certified Financial Planner™. He has taught financial and retirement planning courses for several Houston area colleges and universities and for employee groups at several Fortune 100 companies. Allen has also served on the investment committee of the Houston Chapter of the Texas Society of CPAs, and on the Board of Directors of the Financial Planning Association of Houston.
A major focus of Allen’s practice is working with retired people and those who are about to retire. He has a CD, “How to Avoid Common Retirement Pitfalls,” that is currently available and is in the process of writing a book. It was recently announced that Allen has been the prestigious 5 Star Wealth Manager Award and will be recognized in the September issue of Texas Monthly Magazine.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC registered Investment Advisor. Securities offered through GF Investments Services, LLC with principal offices at 2080 Ringling Blvd, Sarasota, FL 34237. Member FINRA/SIPC. Comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.