Logan and Don discuss the misconceptions surrounding annuities, their role in retirement planning, and how to choose the right financial advisor. They emphasize the importance of understanding annuities as a potential income source and the need for personalized financial advice. The discussion highlights the evolving nature of annuities and the necessity for clients to feel comfortable and informed when selecting an advisor.  Logan and Don also cover various aspects of retirement planning, including the importance of having a solid income plan, understanding social security benefits, and the necessity of estate planning to protect assets and avoid probate.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

 

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