- 1198 Pacific Coast Hwy, #D184, Seal Beach, CA 90740
- david@shillinginvestments.com
- 714-392-0622
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At Shilling Investments, we believe that planning for the future is not just a necessity but a journey towards financial peace of mind. Our annuity services are designed to provide you with a stable and reliable income stream, tailored to meet your long-term financial goals. With David Shilling’s 27 years of experience in the financial sector and a personal understanding of the value of dependable financial products, our team is uniquely positioned to guide you in choosing the right annuity plan. Whether you are looking to secure income for retirement, safeguard your savings from market volatility, or ensure financial stability for your loved ones, our annuity solutions are crafted with your future in mind.
Our annuity offerings range from fixed annuities, providing a guaranteed return, to fixed index annuities that offer the potential for growth while protecting your principal. For those seeking the possibility of higher returns, we offer variable annuities, allowing for investment in the market with various levels of risk and growth potential. Understanding the complexities of these options can be overwhelming, which is why we dedicate ourselves to educating and empowering you.
Discover answers to your crucial questions about annuity plans and services. Our FAQs are here to guide you through making informed decisions for your financial future
An annuity is a type of financial tool that is intended to build and safeguard your assets while also generating a steady income stream.
The majority of annuities have minimum purchase amounts, and they might or might not accept many installments. Each product has different needs.
You have varying income prospects with different types of annuities. An interest rate that is fixed and assured to never fall below a certain minimum is provided by fixed annuities.
You won’t lose the money you put into either a fixed or fixed-indexed annuity unless you take a withdrawal or surrender your annuity within the early withdrawal fee period.
When selecting an annuity, consider factors like your age, financial goals, risk tolerance, and the need for future income. Each type of annuity offers different benefits, from guaranteed income with fixed annuities to growth potential with variable annuities.
Annuities can be a key component of a comprehensive retirement strategy, offering a stable income stream and financial security in your later years. They work alongside other retirement savings vehicles, like 401(k)s or IRAs, to provide a balanced approach to retirement planning.
1198 Pacific Coast Hwy, #D184, Seal Beach, CA 90740
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