Blog | Bangerter Financial Services | Annuities

Understanding Annuities: A Simple Guide for Investors

Gone are the days of relying on your employer to provide you with a comfortable retirement. While pensions were once a staple of most retirement plans, today they're almost unheard of. Those who want a steady stream of income in retirement are now turning towards investment vehicles like annuities. Are you wondering what an annuity is and how it can help you prepare for your retirement? Here’s what you need to know.

Retirement Financial Planning Financial Advisor Annuities Retirement Planning By Jeffrey Bangerter on Feb 26, 2021

How to Preserve Your Assets

In volatile economic times like the one we are living through now, it’s more important than ever to make sure your assets are preserved.

Retirement Financial Planning Financial Advisor Annuities Asset Preservation By Jeffrey Bangerter on Nov 12, 2020

Understanding the Importance of Long-Term Care

We all know that long-term care is important — but it’s often a discussion we overlook or put on the backburner. We think we will get around to addressing it someday or that circumstances will change. But long-term care planning is vital for everyone to consider. And it’s definitely an important part of any financial planning and retirement strategy. If you are not sure where to start, why it’s important, or what strategies to consider, this discussion may help.

Retirement Financial Planning Financial Advisor Long-Term Care Life Insurance Annuities By Jeffrey Bangerter on Oct 29, 2020

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Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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