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Annuities
Whether an annuity belongs in your plan at all — income now or income later, with the fees and surrender periods on the table.
From a complete financial analysis through to legacy planning — one team, one plan, no handing you off.
Retirement planning is not one product. It is a set of decisions that have to agree with each other — income, tax, care costs, and what happens to the rest of it afterwards. Here is what we handle, and where each piece fits.
Whether an annuity belongs in your plan at all — income now or income later, with the fees and surrender periods on the table.
A lump sum annuity contract with a lifetime income rider: a self-funded pension that keeps paying and tries to outpace inflation.
Term, whole life and indexed universal life — built around what your family actually needs, not what is easiest to sell.
The services people need when they can no longer manage everyday activities alone. Long-term care insurance covers the gaps Medicare leaves.
Gold, silver and platinum through LS Metals & Coins, for clients who want part of the plan sitting outside the system.
Financial planning and investment management together, so growing the money and protecting it are not two separate conversations.
Straightforward cover through our national network of agents, reviewed alongside everything else rather than in isolation.
The decisions that arrive with a deadline attached. We walk through the options before the enrolment window closes on you.
Almost every retirement plan that fails, fails on one of these four. Naming them is how you plan around them.
A bad year at the wrong time. A 30% drop at 45 is an inconvenience; the same drop at 64, while you are drawing income, is permanent.
Taking out more than the money can replace. The rate that worked in year one quietly stops working in year eleven.
Living longer than the plan assumed. It is the good outcome, and it is the one most plans are not funded for.
The expense that arrives without warning and does not negotiate. It is what turns a solid plan into a sold house.
We can reduce every one of these with the right mix of products and a plan you can actually read.
Start with the complimentary financial analysis: where you stand today, where the gaps are, and whether guaranteed income belongs in the mix. Call 281-459-0023 and mention Great Day Houston.
450 N Sam Houston Pkwy E, Suite 150
Houston, TX 77060
281-459-0023 · info@lampsoninc.com
Call 281-459-0023, mention Great Day Houston, and ask for the complimentary financial analysis.