Annuity & Protection Planning service
Our Annuity & Protection Planning service focuses exclusively on fixed annuities, fixed index annuities, and protection-based insurance strategies. All solutions are selected for their stability, clarity, and suitability within a long-term financial plan.
This service helps clients evaluate income and protection tools in the context of their broader tax, retirement, and investment strategy. Our approach is educational and consultative, ensuring you understand how each option fits into your overall plan.
Meetings are conducted virtually through Zoom, with a secure online client portal for document review, communication, and e-signing through DocuSign.
Our goal is to help you clarify how safety-oriented, non-variable protection tools can support your retirement plan and strengthen long-term financial security.
Includes:
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Evaluation of fixed annuities
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Evaluation of fixed index annuities
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Retirement income structure and payout considerations
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Safe-money and principal protection strategies
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Long-term care and extended-care planning discussions
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Life insurance planning (non-variable products only)
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Beneficiary and protection alignment with your tax and estate strategy
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Convenient Zoom-based advisory meetings
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Secure online document access and e-signing
OUR PROCESS
Simple. Secure. Expert-Guided From Start to Finish.
At Lakewood Ranch Tax Advisors, we believe working with an advisor should be clear, modern, and stress-free. Our fully virtual process ensures efficiency, accuracy, and convenience — supported by genuinely high-level expertise.
1
Schedule Your Free 30-Minute Consultation
Everything begins when you click the Scheduling Link on our website.
Choose a time that works for you, and we’ll meet for an obligation-free, 30-minute Zoom consultation.
Purpose:
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Get to know each other
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Discuss goals and concerns
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Understand your tax or advisory needs
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Determine if we’re the right fit
This is a relaxed conversation — no pressure, no obligation.
2
Engagement Letter
If you choose to move forward, we send a clear, detailed engagement letter that outlines:
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The scope of services we’ll provide
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Pricing (if applicable)
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Expectations and timelines
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What we’ll need from you
This ensures full transparency and alignment before any work begins.
3
Secure Client Portal Setup
Once the engagement is signed, you’ll receive access to your secure client portal, where you can:
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Upload necessary documents
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Access updates and reports
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Communicate securely with us
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Track the progress of your engagement
The portal keeps everything organized and protected.
4
Personalized Assessment
After receiving your documents, we perform a thorough assessment tailored to your specific situation — whether tax preparation, advisory, investment planning, or retirement strategy.
This is where we start building a customized, tax-informed roadmap that aligns with your goals.
5
Advisory & Service Fulfillment
We then begin working through the agreed-upon services, which may include:
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Tax preparation
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Tax advisory
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Investment advisory (RIA)
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Retirement income strategy
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Annuity & protection planning
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Small business advisory & payroll
All meetings are held via Zoom, and all signatures are completed through DocuSign for maximum simplicity and convenience.
6
Review, Deliver, and Plan Forward
Once the engagement is complete, we meet again to:
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Review results
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Provide recommendations
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Plan ahead for future tax years or financial goals
Our goal is to deliver clarity and confidence, not complexity.
7
Earned Trust → Referrals
We aim to perform so well that you feel compelled to share your experience with:
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Friends
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Family
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Neighbors
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Colleagues
Exceptional service is how our firm grows — and we treat every client relationship with the care that standard demands.