Thank you for your interest.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.
For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Susan J. MacFarland-Helton, CFP®, AIF® |
Office Address:
Merchants Financial Center 4608 Tutu Park Mall, Suite 202 St. Thomas VI, 00802-1816 Mailing Address: PO Box 67 Pembroke, Maine 04666 |
Phone: (340) 776-1400 |
www.smhfinancial.com | | smacfarland@parklandrep.com |