Welcome to Your Annuity Experts – Secure Your Future Today!
At Legacy Estate & Income Planning, we understand the importance of financial security and peace of mind for your retirement. Annuities are a powerful tool to help you build a dependable income stream, protect your savings, and enjoy the retirement you deserve. Our mission is to guide you through the process, ensuring you find the right solution tailored to your goals.
What Are Annuities and Why Should You Consider Them?
An annuity is a contract between you and an insurance company, designed to provide a steady income over time. Whether you’re preparing for retirement or looking for a way to secure your financial future, annuities can offer key benefits:
Guaranteed Income for Life
Annuities can provide a consistent and reliable income, ensuring you don’t outlive your savings.
Tax-Deferred Growth
Your investment grows tax-deferred, meaning you won't owe taxes on the earnings until you start receiving payments.
Protection Against Market Volatility
Unlike other investments, annuities can offer protection from market downturns, helping you avoid losses when markets fluctuate.
Flexible Payout Options
Choose how and when you want to receive your payments, whether it’s monthly, quarterly, or a lump sum.
Legacy Planning
Many annuities come with options to pass benefits on to your loved ones, helping you leave a lasting legacy.
Security is a priority
Why Work with Legacy Estate & Income Planning?
Choosing the right annuity can be complicated, but with
Legacy Estate & Income Planning, you’re not alone. We pride ourselves on offering unbiased, personalized advice to help you navigate the options and make informed decisions. Here’s why Floridians trust us:
Customized Solutions
We don’t believe in one-size-fits-all. Our team works with you to understand your specific financial goals and recommend the annuity that best suits your needs.
Compliance and Expertise
We’re licensed and fully compliant with Florida state regulations, ensuring that all the annuities we offer meet the highest legal and ethical standards.
No Pressure, Just Guidance
Our goal is to empower you with the right information, not to push products. We’ll guide you through the process so you can feel confident in your decision.
Trusted Advisors
With years of experience in the Florida insurance market, we’ve helped countless clients protect their future with smart, reliable annuities.
Security is a priority
Let’s Secure Your Financial Future – Get More Information Today!
Ready to learn more about how an annuity can work for you? Fill out the form below, and one of our experienced agents will contact you with a free, no-obligation consultation. We’ll help you explore your options and find the best solution for your financial future.
Services We Offer
Lorem ipsum dolor sit amet, consectetu
Wealth Management
Asset Preservation
Income Planning
eState Planning
Risk Mitigation
Tax Mitigation
Life Insurance
Annuities
Hear From Our Clients
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.
Alex Mindy
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.
Greg Adams
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.
Greg Adams
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.
Security is a priority
About Legacy Estate & Income Planning
Tinde Talo
Tinde specializes in estate planning, retirement solutions, tax mitigation, wealth transfer & asset protection.
She is passionate about helping her clients secure their financial futures with personalized solutions to achieve their individual goals.
Tinde is committed to excellence through a client-centered approach, creating empowerment, peace of mind & long term prosperity.
Elmer Melfor
Elmer was a distinguished Marine Officer, having served over 11 years in the Coast Guard of the Kingdom of the Netherlands.
He applies his experience from this notable service through dedication to his clients, specializing in strategic estate planning, retirement protection, end of life planning, & wealth management.
Elmer is committed to helping his clients ensure their financial security, while providing tailored solutions to each individuals unique needs.
© 2022 Legacy Estate & income Planning - All Rights Reserved, Read about Privacy Policies here
954-702-0412