• Entire Staff of Licensed Professionals to identify your long-term insurance needs.
• Superior A+ rated carriers.
• Regular reviews to keep track of your changing life.
• We’ll look for all possible ways to save you money while providing the coverage that you need.

Annuities

Our business is also to help people save money for retirement. With so many different retirement savings plan options — 401(k), annuities, Traditional Individual Retirement Accounts (IRAs) and Roth IRAs — it can be a little overwhelming trying to decide which plan is right for you. No matter how far along you are in your financial planning, Kattan-Ferretti can help

Here’s what you can look forward to.

• A safe investment alternative that includes guaranteed interest rates, tax deferral, and an option to have guaranteed income for life.
• Fund qualified retirement plans such as Roth, Traditional or Simple IRAs or a Simplified Employee Pension (SEP).
• A tax-deferred savings plan that is not subject to annual deposit limits.
• Use it to rollover qualified funds from an employer’s retirement plan, such as a 401(k) when changing jobs.