Annuities

Engage Skloff Financial Group to design and implement an annuity to meet your needs.

Annuities are widely regarded as a poor alternative to mutual funds due to their unnecessary high fees. They are often abused as a tax shelter inside tax sheltered retirement accounts or tax sheltered retirement plans.

Skloff Financial Group only utilizes annuities when they are an appropriate tax shelter.  Like your other investments, we manage your Variable Annuities as a fiduciary.  In this fiduciary capacity we are legally obligated to act in your best interest before any other party – including our own. We offer some of the lowest cost annuities available in the marketplace.

We have access to the major insurance companies and can customize plans to meet your specific needs.  We provide the following types of policies:

  • No-Load CD-Like Fixed Annuities
  • No-Load Variable Annuities