Straight answers about annuities, from an Austin advisor.
I'm Greg Stevens. I've lived in Austin since my UT days and have helped people near or in retirement protect their savings since 2004. I'm independent, so I work for you, not for one insurance company.
What Austin retirees ask me about
- A CD coming due. Whether to renew at the bank or compare it to a fixed annuity (MYGA). See the comparison.
- Turning savings into a paycheck. Covering the bills with income that doesn't depend on the market. How it works.
- An annuity someone else sold them. Whether it's still doing its job, or whether to leave it alone.
- Rolling over a 401(k). What the options are when you leave work.
How I work
Most of my clients prefer phone or video, so you don't have to fight I-35 traffic to meet. I'm happy to meet in person around Austin if you'd rather sit across the table.
Every call starts with your numbers, and I'll tell you plainly when an annuity isn't the right fit. Sometimes the best advice is to leave your money where it is.
Licensed and independent
Licensed in Texas since 2004 (TX license #1291485, NPN 8230713). I work with multiple insurance companies, so I can compare options side by side.
Have a question about your money?
Bring me the numbers: a CD that's coming due, a 401(k) you're about to roll over, or an illustration someone sent you. I'll give you a straight read on it. The call is free and commits you to nothing.