If you need immediate access to retirement funds, are not entitled to a pension, or are looking to invest excess income into a retirement fund, an annuity might be the right option for you. As Berkeley Springs’ Top Rated Local® financial services company with experts in indexed, fixed, immediate, and variable annuities, Phoenix Rising Financial Services can guide you through it all. Let us help ensure that when the time comes, your retirement is financially comfortable so that you can enjoy your golden years like you deserve. Compassionate and knowledgeable, our financial advisers are your dedicated partners in finding the right annuity rates for you.

The exciting and practical advantages of annuities include, but are not limited to:

  • The ability to put away retirement money outside of traditional 401(k)s and IRAs
  • No annual contribution limits, unlike many other types of tax-deferred accounts
  • Not having to list your contract as an asset when applying for educational financial aid
  • The rare opportunity for a guaranteed return as well as stability and safety in your investment
  • No probate fees or delays for your family to deal with upon your passing

Please don’t hesitate to contact our friendly, professional, and experienced team of financial advisers to find out more about the retirement planning services we offer. We look forward to hearing from you soon and finding the best annuity for you!