Cheers for Tucker Advisory Group

Indexed Annuities Match our Philosophy

"The indexed annuity strategy allows you to plan down the road, taking a set amount of money and putting it away for a specific purpose, whatever that may be. Even if you're tied in with an investment firm you've worked with for a number of years, as we were, annuities are something you should seek out and learn about because not everyone offers them.

The part we like best about indexed annuities is that there's no risk to the whole thing. That's always been our philosophy, not to see how much we could make from investments but to just have the security of them. From our perspective, it's a very simple program. Each year, whatever we earn, the money is locked in and it can't ever go down."

~Bonnie and Lee

Now Our Investments Meet our Expectations

"Our investments were not meeting our expectations. And, we didn't have the time to put thought into them. With our mutual funds, we lost a lot of principal. With indexed annuities we don't ever lose principal or gains. Plus, we can draw 10% out of our existing indexed annuity without penalty every year if we need the money. Those were the two big selling points for us.

I wish I would have met someone like our advisor at Tucker Advisory Group when I first started investing. I'd recommend this tool to anyone. In fact, I did. Our daughter purchased an annuity two years ago. Our investments now meet our expectations."

~Chuck and Thelma

It's Time to Focus on More Important Things

"Over time, the stock market provides you the great return. And the greatest return in the stock market is from the S&P 500. Indexed annuities are not as flashy or sexy because there's less adrenaline than investing in this stock and that stock. But, we can sleep at night knowing our initial investment is safe and we get to keep the gains we earn each year. For most retirees who buy this tool, security is their main concern. For us, the security is great, it's a bonus. The fact that our indexed annuities are growing and beating the market is also good, returning 30% versus 18% for the market during the time period we've been invested. It's a double benefit.

We don't have to watch the news at night and pay attention to what the stock market did and worry about that. We don't spend time talking with one another wondering what we should do, should we move our investments into this or that. We can focus on more important things in our lives.

My advice is to start early. Be systematic about saving. And, let the market grow the money because if you never have worry about investing, it's all the better."

~Rhonda and Steve

We're Now Sleeping at Night

"You have to be active in the market to handle your own financial affairs. It's crazy for somebody who isn't active in it on a daily basis to not have an advisor. So we found an advisor who is active on a daily basis. And, we trust him because of it.

We moved into indexed annuities when we wanted to be able to sleep at night. And, during the recent decline in the market, we haven't lost a minute of sleep. Now that we're retired, we can't replace lost capital. So it's very important to us not to put the capital at risk.

In looking back and in looking forward, we feel very well prepared. We put our kids through school. Sometimes we pay cash for our cars. We take three or four trips a year, sometimes to Europe, sometimes to other states or Canada. We travel five weeks out of the year. Life is good."

~John and Dee