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Welcome to ANNUVA Financial

You have accumulated a great deal of wealth; Now it is time to make sure it lasts as long as you do

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ANNUVA Advisors; Focused on  Retirement Income Planning

Annuva Financial advisors focus on retirement income, insurance and mortgage planning.  Within our website you will discover a wealth of information contained in our research reports, calculators, and newsletter articles. Your visit will give a greater understanding of the rewards and opportunities available when you become proactive in managing your personal finances. This website was created to enable those planning for their financial goals to better understand the financial details behind wealth preservation, estate planning, retirement, insurance and investing. It’s important that you realize how valuable it is to work with professionals who are trained to help you achieve your financial goals.

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Financial Planning

Where will your retirement money come from? How will you get there? 

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach

Estate Planning

Safeguard who and what you
care about while creating opportunities for your wealth to go further

Insurance Planning

Building a foundation for financial wealth starts here

Mortgage Planning

Your mortgage is most likely your single largest debt, and your home is most likely your single largest asset

Reverse Mortgages

A reverse mortgage can offer a soon to be retired or currently retired homeowner the ability to strengthen both their current financial cash flow as well as help protect their financial future

The foundation of our reputation has always been based on the ultimate measure of success; client satisfaction. Our attention to detail, quality customer care and creative financial solutions are the key ingredients in meeting, and often surpassing our clients expectations. The best testimonial to this is that most of our work comes from repeat clients and referrals.

I could not have asked for a better experience. Please use me as a reference for any future prospective clients. Thank you all so much!!

Dave & Betty Collins

I am truly appreciative of you for taking the time to come out on a weekend. I want to thank you for educating both of us on life insurance and 401 K stuff.  I am ecstatic at the fact that you convinced Lance to create another form of income, instead of depending on his 401 K plan when we retire. I feel so much better about our future and I want to thank you for that.

Shannon

Hey Ben…
It was really a pleasure working with you both. It’s great to know that there are people with the expertise you have, allowing us to continue to build our business. We will highly recommend your services. You guys were great…Thanks again!

Andy

Ben, I know it’s been a while! I got deployed but wanted to send a note to show our appreciation! My wife is so much more comfortable with what we are doing now. We would highly recommend Annuva to anyone who would like superior service and class.  Your ideas and help were top-notch! So glad we moved away from our current situation.  

Ryan & Susan Tulio

Ben helped us out tremendously with our planning. His insights into integrating our mortgage into our financial plan were so unique, no other planner ever shared. It really helped us through the market downturn… Thanks Again!!!

Mark & Theresa Smith

Our biggest fear was not only outliving our money but also not being able to maintain our accustomed lifestyle throughout our retirement. We are forever grateful Ben! Thank you!

Sheila Turner

We have to say thank you for the personalized service and accesibility Ben. We are so happy with everything that was done. We know it was not easy but thanks for going above and beyond! We have sent you our neighbors let us know if they reach out! All the best

Ken & Jennifer Carter

You all were such a blessing to our family. It takes great people to do what you did for us! Don’t do anything differently! God bless-

John & Karen Dupree

Ben thank you again! I am so glad “I kept an open mind” as you say. There is so much information out there and you were right, most of it is hogwash. I am so sorry I was a pain but its all worked out and I could not be any happier with what you have done for me! 

Erma Franklin

ANNUVA Financial News

Checkout our amazing blog where we deep dive into specific financial topics

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