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Investment Planning

AW Elliott & Associates in Mira Loma, California doesn’t just provide you with ordinary investment planning services. We make sure to look at your financial goals before and after your retirement so that we can come up with a strategy that suits your needs. Some of our investment products include:

Tax-Deferred Annuity

A long-term investment retirement account that lets you save and invest on a tax- deferred basis with an alternative to take delivery of a monthly income at a later date.

Immediate Annuity

This type of investment gives regular income payments immediately or within a small time after that for as long as you live.

Index Annuities/Equity-Indexed Annuity/Fixed Index Annuity

These are complex financial instruments that have characteristics of both fixed and variable annuities. Some index annuities offer a minimum guarantee interest rate combined with a participation rate linked to a market index hence the name.


Many index annuities are based on well-known indices like the S&P 500 composite stock price index, but some use other indexes including those that represent other segments of the market. Some index annuities allow investors to select one or more indexes. With some index annuity, your principal is guaranteed and you can never lose even if the market happens to go down.

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