At Civic Serve Finance, our mission is to protect the retirement futures of those who protect and serve our communities. We specialize in helping teachers, first responders, healthcare professionals, and government workers secure their 403(b), 457(b), 401(k), and 401(a) plans by transitioning a significant portion of their portfolio into Fixed Indexed Annuities (FIAs). Our approach prioritizes security over speculation, helping clients within 5 to 10 years of retirement preserve their hard-earned savings from the unpredictability of market downturns—while still allowing for growth. We advocate for a balanced rollover strategy: 🔹 Majority into a protected FIA 🔹 A portion left in the existing plan to maintain employer match benefits when available Because retirement isn’t just about growing your money—it’s about protecting it when it matters most.
