Ai Financial Professionals

Ai Financial Professionals We don't plan to fail, most of us just fail to plan. Many are too proud to ask for help. Let's start that conversation today! CA Lic.

It starts with asking questions about things we do nott fully understand!

Our new Animated Video developer is really having fun with this stuff....lol! This is how we bring your website to life~
07/03/2024

Our new Animated Video developer is really having fun with this stuff....lol! This is how we bring your website to life~

10/21/2023
9254373274 Call today!
09/14/2020

9254373274 Call today!

Click"Book Now" and set up and appointment and we can make sure you are the one you want to be!
08/30/2020

Click"Book Now" and set up and appointment and we can make sure you are the one you want to be!

What is an Annuity?An annuity is a vehicle you can save your money in that will give you a higher rate of interest than ...
08/19/2020

What is an Annuity?

An annuity is a vehicle you can save your money in that will give you a higher rate of interest than a conventional savings account. As displayed below there are different types of annuities. Most annuities require a 6 - 10 years maturity period where they invest your money at 6 - 8% interest and you can set up distributions after that for the rest of your life.

Fixed - offers a low fixed rate of normally 1% or less.

Indexed - offers you interest rates with a specified cap and usually zero floor (meaning you wont lose).

Variable - invests your money in the market so you have no guarantees, no ceiling and no floor. it is a risk. Not really where you want your retirement money to be.

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Antioch, CA
94509

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 9am - 8pm
Sunday 9am - 5pm

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