Recent extreme volatility in the markets reveals the wisdom of having some of your assets in guaranteed income producing contracts with super safe financial institutions. This strategy can help you “bucketize” your financial plan, reserving one bucket for long-term growth. Money in different buckets creates a potentially much stronger and less volatile plan.

We strongly believe these “safe bucket” contracts should be with insurance companies rated A+ by A.M. Best. Companies with lower financial ratings sometimes offer a slightly higher interest rate or payout to try and attract business; however, in today’s turbulent times strength and solvency must come first.

Our aim: Find for you the best possible interest rate and/or income payout by comparing several A+ rated companies. You need not settle for less. CD coming due? Call us for options.