Thursday, May 21, 2020 | Leave a comment
Please contact our firm by phone or e-mail your mailing address and request a copy of our booklet : Don’t Leave Your Retirement Up to Chance The interest rates that an annuity earns largely hinge on two things: the type of annuity (/annuities/5-annuity-types) you have, and how the annuity is credited interest. Some annuities declareContinue Reading…
Estimated reading time: 16 minute(s)
Friday, April 24, 2020 | Leave a comment
How Fixed Index Annuities Can Protect Your Money With markets in turmoil right now, many retirement savers and retirees are looking for ways to protect their money . They want a comfortable retirement that they can enjoy on their own terms and where they stay retired. What can you do now to preserve the money you have accumulated and grown for so many years?Continue Reading…
Estimated reading time: 21 minute(s)
Monday, April 20, 2020 | Leave a comment
The Federal Benefits Information Center assists Federal Employees with a FREE benefits analysis. This 12 page report is available to all Federal Employees at any stage of their career. Below is a link to a video that outlines our process. Please review the 13 minute video and contact me by e-mailing John@casaSantafinancialservices.com or call 704-451-7020Continue Reading…
Estimated reading time: 3 minute(s)
Friday, March 27, 2020 | Leave a comment
Now is a crucial time to talk to an advisor about your retirement. To protect our clients and friends, we’re offering phone appointments and virtual meetings for those who would rather not come into the office or have a visitor in their home. To schedule your one-on-one appointment, call me at 704-451-7020 or click onContinue Reading…
Estimated reading time: 2 minute(s)
Wednesday, March 25, 2020 | Leave a comment
During this time of social distancing and self isolation many people are reviewing their financial portfolio and asking how can some of my assets be protected and still grow, without taking risk? CasaSanta Financial Services is still open and even though we cannot meet in person we can talk by phone or have a videoContinue Reading…
Estimated reading time: 21 minute(s)
