Annuities & Rollovers

Maximize Your Retirement Savings

We Ensure Your Retirement Funds Work Effectively for You

Rollovers and annuities are pivotal components of a well-crafted retirement strategy, yet many are unfamiliar with their potential benefits. Annuities involve purchasing a financial product from an insurance company to receive regular payments, providing a stable income stream during retirement. On the other hand, rollovers involve transferring funds from one retirement account to another, ensuring tax advantages and granting more control over investments.

At Square One Financial Group, we demystify these financial tools, helping you understand the nuances and guiding you on how to make the most of them. With expertise in fixed, variable, and indexed annuities, our expert team employs an annual point-to-point reset strategy, enabling you to seize market opportunities without fear of losses. Let Square One Financial Group empower you to harness the full potential of annuities and rollovers, paving the way for a confident and secure retirement journey!

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Years in the Financial & Funeral Industries

Licensed to Sell Insurance & Annuities

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States Served Plus the District of Columbia

Certified Notary Public
State Of Florida

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Build a Confident and Secure Retirement

Fixed annuities provide a guaranteed, fixed interest rate for a specified period. They offer a predictable income stream and are considered lower risk.

With variable annuities, the returns are tied to the performance of underlying investments, such as mutual funds. While they offer the potential for higher returns, they also come with greater risk.

Indexed annuities earn interest based on the performance of a specific market index, like the S&P 500. They offer a balance between the fixed and variable options, providing a potential for growth and protection against market downturns.

Rolling over funds from one retirement account to another provides individuals with several advantages that contribute to greater control, less risk, and potential cost savings. Square One Financial Group will guide you toward rollover strategies to tailor your investments, simplify management, and potentially save on fees—all while maintaining the tax advantages associated with retirement accounts. 

Square One Financial Group will speak with you to determine your individual financial goals, risk tolerance, and overall retirement strategy. Remember that financial decisions are highly individual, and what works for one person may not be the best choice for another. Consulting with our financial professionals will help you make an informed decision that aligns with your retirement objectives.

Testimonials

With Us, Your Financial Future Is in Trusted Hands

Our team of dedicated professionals brings a wealth of experience in financial planning and insurance services. Whether you're safeguarding your family's future with life insurance, planning for retirement, or seeking strategies to manage debt, we're here to lead the way.

Square One Financial Group's approach to life insurance is exceptional. They understood my needs and provided a policy that's perfect for my family.

Federico R.

Client

I had a fantastic experience with Square One's annuity solutions. Their team guided me through the process, helping me choose the right plan for my retirement goals. Their funeral funding plan was thorough and gave us comfort in knowing our needs in the future are taken care of.

Ryan S.

Client

Square One Financial Group listened to my needs and provided a great policy. Their debt action plans are innovative, helping me pay off debts faster while saving for the future. A reliable and trustworthy financial partner!

Philip W.

Client

I'm incredibly satisfied with Square One's life insurance offerings. They tailored a policy to my specific needs, providing comprehensive coverage for my family. Their annuity expertise ensured a stable income for my retirement years. Knowledgeable and amazing customer service!

Keyla D.

Client

I wasn't sure about pre-planning my own funeral. However, after talking with Mark at Square One Financial Group, I realized just how important and easy it would be. Mark's guidance helped me understand the benefits of planning ahead and alleviated my concerns about the process.

Brandon O.

Client

I was previously unfamiliar with beneficiary liquidity plans. After a discussion with Square One Financial Group, I recognized it as an appropriate choice for me and my family, especially considering our need for financial stability. I would recommend them to anyone seeking guidance.

John M.

Client

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Get Real Solutions for Your Financial Peace of Mind

Let Square One Financial provide the personalized retirement solutions you need to empower your financial future. Reach out today for a free, zero-obligation consultation and we'll walk you through your options.