There are several different types of annuities available – variable annuities, equity index annuities, fixed annuities, structured products, etc. – the list goes on. Each type of annuity can do something different and works in different ways. Whether or not you need an annuity depends on your specific goals and what you wish to accomplish.
Like most industries, the annuity industry has evolved significantly over time. There are a lot of misconceptions about annuities and how they work. If you’re interested in learning more, reach out to us for an appointment.
For those that own an annuity, when was it last reviewed? Like all investments, your annuity should be periodically reviewed to help ensure it is still in line with your goals. Additionally, due to changes in annuity products, we can often find additional value for clients whether it’s by finding lower cost (or even no cost) alternatives, or higher lifetime income. Don’t ignore your annuity.
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Phone: 602-362-5201
Email: catherine@watermarkwealth.com
Catherine has a Bachelor’s Degree from the University of Arizona. She joined Watermark in 2020 after previously working in the Financial Service industry for over 10 years.
During this time at Watermark she has implemented several systems and procedures that have helped increase efficiency and client satisfaction. She is currently pursuing her Series 7 license in order to elevate her client and advisor services to a new level.
As a Practice Manager Catherine works to implement the the client service model by maintaining strong relationships, day to day operations, routine client account maintenance and addressing client questions or concerns at the highest level.
Catherine has lived in Arizona for over 25 years. She enjoys spending time with her family, friends and attending sporting events.