Are you looking for a way to secure a steady stream of income during retirement? At K2 Capital Management PLLC, we offer expert guidance on annuities—a time-tested financial solution that can provide guaranteed income, tax-deferred growth, and financial peace of mind. Located in Sarasota, FL, our firm helps individuals and families build reliable retirement income strategies customized to their specific goals and needs.
Whether you're already retired or just beginning your planning journey, our experienced team will walk you through the wide range of annuity options available, from fixed annuities to indexed and variable annuities. We'll help you understand how each one works and which strategy aligns with your risk tolerance, time horizon, and long-term financial goals.
An annuity is a financial product offered by insurance companies that allows you to accumulate funds on a tax-deferred basis, then convert that sum into a guaranteed stream of income—typically for life. Annuities are designed to help reduce the fear of outliving your savings and can be an essential part of a diversified retirement plan.
Fixed Annuities: Offer a guaranteed interest rate and consistent payments—ideal for conservative investors seeking predictable returns.
Fixed Indexed Annuities: Provide growth potential linked to a market index, with downside protection that shields your principal from market losses.
Variable Annuities: Allow investment in sub-accounts with the potential for higher returns, though with more risk.
Immediate Annuities: Convert a lump sum into income payments that begin almost immediately, perfect for those nearing retirement.
✅ Guaranteed Lifetime Income
✅ Tax-Deferred Growth Potential
✅ Market Downside Protection
✅ Customizable Payout Options
✅ Death Benefits and Legacy Planning
With so many annuity products available, choosing the right one can feel overwhelming. That's where we come in.
At K2 Capital Management PLLC, we take a personalized approach to financial planning. Our fiduciary advisors are dedicated to helping you understand all your retirement income options and selecting the best annuity products based on your unique situation.
We pride ourselves on clear communication, objective advice, and long-term relationships with our clients. As an independent financial firm, we’re not tied to any one insurance carrier—meaning we can shop the marketplace to find the best annuity rates and features for you.
If you’re located in Sarasota, Venice, Bradenton, or anywhere along Florida’s Gulf Coast, our team is here to help you plan for a confident retirement. We offer in-person and virtual consultations to suit your preferences and schedule.
📞 Call us at (941) 412-4826 to schedule your complimentary, no-obligation annuity consultation with one of our experienced advisors. Discover how annuities can provide financial security and lasting peace of mind during your retirement years.