Our Blog

Your Variable Annuity should be reviewed regularly and especially before you make any big changes.

Variable Annuity Complexities

Whether you’re working with a firm like Archetype Wealth Partners or on your own to determine the best Next Steps for your Variable Annuity, an effective review process is crucial. The complexity involved in reviewing your variable annuity is just one reason to hire an expert.

Variable Annuity Sales Incentives

Most Commission-Based Financial sales professionals don’t have the expertise to do a thorough analysis of your variable annuity in the context of your overall financial plan. However, those same sales professionals do have significant incentives to recommend replacing your current variable annuity.

Fee-Only Variable Annuity Review

So, maybe it’s time to either get the education you need to make informed decisions on your variable annuity, or look to a Fee-Only Fiduciary to assist in the annuity review process.

As always, we recommend starting with a financial plan. At Archetype Wealth Partners, every plan starts with a Blueprint.

About NAPFA

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Archetype Wealth Partners is a Fee-Only RIA Firm; Jim Munchbach is a Certified Financial Planner™ and member of NAPFA.

Connect