livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals

Annuity Second Opinion Services

As a Fee-Only financial advisory firm, Clear Financial Advisors does not sell annuities.

 

Rather, we are able to provide our clients with Second Opinions of proposed annuity purchases, including analysis of the strengths and weaknesses of a particular annuity. We also work with institutional annuity providers who we find often provide our clients with higher payout annuity products than are available from retail financial advisors and investment sources.

 

As a Michigan Licensed Insurance Counselor, our advisors can provide you with feedback on any proposed annuity purchase.

 

We meet with too many clients who have buyer's remorse when it comes to an annuity contract. Annuities can be expensive, not only in terms of fees, but in terms of growth and opportunity cost. We highly recommend that you speak to an independent advisor prior to making a purchase of any product with the types of surrender schedules and costs as annuities.

Let's discuss your personal needs...

Schedule a Call or Meeting...

Send us a note... 

Thanks! Message sent.