Jon
Parker
Insurance Agency
719 Sawdust Road, #100
The Woodlands, TX 77380
(281) 364-9966 - phone
(800) 482-9650 - toll free
(281) 364-0970 - fax
Servicing
the following
cities:
Alvin,
Angleton, Baytown, Clear Lake, Cleveland, Conroe, Crosby, Cypress, Dayton,
Deer Park, Friendswood, Houston, First Colony, Freeport, Galveston, Humble,
Huntsville, Katy, Kingwood, Lake Jackson, La Porte, League City, Liberty,
Magnolia, Missouri City, Montgomery, Nassau Bay, Pasadena, Pearland, Richmond,
Rosenberg, Seabrook, Spring, Stafford, Sugar Land, The Woodlands, Tomball,
Webster, West University
Servicing the following
counties:
Brazoria, Fort Bend,
Galveston, Grimes, Harris, Liberty, Montgomery,
San Jacinto, Walker
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Individual
Retirement Strategies
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As individuals
in this economy, we can no longer rely on a company pension to meet
all our retirement income needs. We must establish and monitor our
own retirement goals. Based on your goals you will probably need
to create assets beyond your employment based plans to make sure
you meet your goals. With most of us changing employers several
time throughout our working years, keeping track and keeping control
of our retirement assets including 401k assets is absolutely necessary
to a successful retirement.
The challenge...
The challenge is to determine what our needs will be and which plans
provide the most beneficial way to build assets.
... And the choices
We offer a variety of plans using fixed insurance products to structure
a retirement program to fit your needs, including:
- Traditional IRA's
- Roth IRA's
- 401k rollover IRA's
- Profit Sharing Plans
- Money Purchase Plans
- Tax deferred Retirement
Annuities
- 403(b) plans
An opportunity
If you do not have a retirement plan, or even if you do have an
existing plan, you need to review the new plans created by recent
tax law changes. Retirement plans are more flexible and appealing
than ever before, and there are numerous plan designs to choose
from. But how do you know which type of plan to choose? Allow us
to give you a free look at the innovative retirement plans available
today. You have retirement goals -- let us help you achieve them.
Each individual has a unique
set of needs and considerations. We take into account such issues
as estate planning, current income, family business succession,
and transfer of wealth to the next generation. Together with your
CPA and other financial advisors, we can customize a retirement
program to maximize the tax advantages available to you.
The next step
Schedule a time to meet and complete a confidential census and discuss
your personal goals. Your goals may include creating a new tax deduction,
increasing your current deduction, or examining new innovative retirement
plans.
The important thing is to
take that next step!
Neither American National nor
its agents provide legal or tax advice. Please consult your attorney
or tax advisor for your specific situation.
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American National
Insurance Company, Galveston, Texas
These brief
descriptions of coverages available are for illustrative purposes
only, and are not intended as a statement of contract. For actual
terms and conditions of coverage provided, refer to your insurance
policy, or, for more information about coverage options and availability,
talk to your American National agent. All products, coverages, and
options are not available in all states, and eligibility guidelines
apply. American National Family of Companies reserves the right
to discontinue programs at any time.
This site may
have links to other sites, which are not maintained by American
National Insurance Company, it's subsidiaries or affiliates. Such
links do not imply endorsement or approval of these sites or the
content therein by American National, its subsidiaries or affiliates.
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