Let us evaluate your annuity.
If you have an annuity, it’s important to understand exactly what you’ve got, why you own it and what your options are. Dallas annuity professional Cathy DeWitt Dunn and her team of financial professionals are here to address any questions you might have, as well provide you an evaluation of the annuity you currently own and discuss whether other options might be better suited for your retirement goals.
Getting a second opinion is highly encouraged when dealing with your retirement plan. To receive an evaluation, fill out the form below to provide us with more information about your current annuity.
Cathy DeWitt Dunn has 20 years of experience and success in retirement income planning. Her breadth of knowledge in annuities has helped countless clients reap the benefits of what a successful retirement looks like. We want to help you invest in your future and successfully prepare for your golden years!
While DeWitt & Dunn specializes in fixed index annuities, our team of DFW financial professionals are also well-equipped to provide insight on variable and fixed rate annuities as well. No matter the type of annuity you currently own, our team will gladly help you prepare for your ideal retirement. We are also happy to provide a second opinion for a product you currently own.
We are here for you. Your retirement portfolio should never be a cause for worry or uneasiness. Our team of DFW financial professionals are highly knowledgeable and friendly and want you to feel secure as you prepare for your golden years. Each member of our team is a Dallas annuity professional that will set you up for future success.
If you wish to speak with a member of our team, please call 972-473-4700