Retirement 



Retirement Planning

Safe Money Products 

At Mangram Financial Services, we help our clients understand the value of using "Safe Money Products" to form a solid foundation for their retirement plan. We use the term “Safe Money Products” to refer to low risk, financial products sold by an insurance company, such as cash value life insurance and annuities, that allow for principal protection and growth. As with any financial tool, safe money products have some risk, so you want to be sure you talk to a financial professional to help you understand the risks before purchasing any product. 


Life Insurance

Life insurance is a crucial step in planning for your future and the future of your loved ones. It can also be an essential retirement planning tool. Please ask us how.

Learn more about life insurance here

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Annuities

An annuity is an insurance contract sold by insurance companies. Annuity contributions earn interest that can grow tax-deferred in the accumulation phase and can provide income for life in the income payment phase. 

Learn more about annuities here


Retirement Resources

Thinking about Retirement?  Know your numbers

When planning to retire, you will need to answer the following questions:

Pre-Retirement To Do List: