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Your Personal Tax Experts!
Ready To Talk To A Tax Pro? Call 941-249-3043
Assurance, Integrity, Sensibility!
"We Strive to be the Tax Experts We Would Want to Hire"! That's our motto.....
Current Fixed Annuity Rates
Rates are subject to change.
Depending on the amount contributed to your Fixed Annuity.
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Guarantee Period
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2-Year 5.25%
3-Year 5.5%
5-Year 5.5%
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We have Indexed Rates tied to stock market performance at 11%. With an Indexed Fixed Annuity, your annual interest depends on stock market performance. However, if the markets decline you would just get very little or zero interest for the year. You wouldn't lose any of your principle or interest already credited to you account.
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