WEALTH AND LEGACY SOLUTIONS
CALL US: 775-470-0059
SECURING YOUR WEALTH,
PROTECTING YOUR LEGACY
Start planning for what matters. Begin your journey towards securing your financial future with our tailored annuity solutions. At Wealth and Legacy Solutions, we offer annuity products that may be the answer to your retirement goals. Together we can build a plan for your long-term security and unlock the investment potential of your savings.
Retirement
We bring clarity and assurance to retirement. Our comprehensive retirement planning services equip you with the tools and insights needed to navigate the complexities of financial preparation. Retirement is within reach. It is never too early or too late to start your plan.
Life Insurance
Protect the ones you love with robust life insurance solutions. From term life to whole life policies, we offer a spectrum of coverage options designed to safeguard your family's future. With our expertise, rest assured that your legacy is shielded against life's unforeseen challenges.
About Us
At Wealth and Legacy Solutions, we believe in securing your financial future with precision and care. Our dedicated team will navigate the complexities of annuities, retirement planning, and life insurance to safeguard what matters most to you. Backed by years of experience and a commitment to personalized service, we stand as your trusted partner in building your retirement plan.
Our Mission
Wealth and Legacy Solutions is here to help. Our mission is to provide our clients with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client needs in an ever-changing financial world. Our personal goal is to become a lifetime insurance resource for our clients: confidence in security, comfort in retirement.
Fixed Annuities
The basic model. Fixed annuities are straightforward and predictable. They grow at a fixed interest rate over an agreed period of time. Fixed annuities secure investment vehicles—they are not connected to any index.
Variable Annuities
Variable annuities typically offer a range of investment options that might include stocks, bonds, money market accounts Variable annuities can offer valuable benefits during both the accumulation phase and contribution phase of the contract.
Indexed Annuities
An indexed annuity pays a rate based on a specific market index, such as the S&P 500. Indexed annuities give buyers an opportunity to make gains when the financial markets perform well, rather than a fixed interest rate over the term.
Deferred Annuities
With a deferred annuity, you set a future date to start payments. Deferred annuities grow over time and can provide guaranteed income. Annuities are tax deferred—you don't owe income tax until you receive payouts.
SEE WHAT PEOPLE ARE SAYING
Testimonials
WEALTH AND LEGACY SOLUTIONS
6490 S. McCarran Blvd. Building E
Reno, Nevada 89509
Phone: 775-470-0059