Growth Meets Confidence.
Plan and Prosper
At Makeba Financial, we transform retirement planning by prioritizing solutions that deliver dependable income streams, while safeguarding your hard earned achievements.
The unique combination of income, growth, and protection management works to build a retirement foundation that's both secure and adaptable to life's changes.
Annuity Strategies
Makeba’s comprehensive annuity solutions provide financial security and growth potential. Unlike traditional investment plans, annuities support your portfolio with growth regardless of market downsides. Many of our annuity solutions offer annual, penalty-free early withdrawals.
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Enjoy predictable, steady growth with guaranteed interest rates that grow your money while preserving your peace of mind. They're ideal for individuals seeking conservative, reliable income planning.
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Gain market-linked growth potential while protecting your principal from losses during downturns. Indexed annuities allow you to benefit from upside performance (up to a cap), without the risk of losing what you've already earned. It’s a balanced solution for long-term income and safety.
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Makeba delivers a smart option for those looking to manage future tax liability.
Annuities grow tax-deferred, meaning you won’t pay taxes on earnings until withdrawal. This allows for more efficient compound growth, especially for retirement-focused strategies. -
Principal protection helps ensure your retirement foundation stays intact, even in unpredictable financial markets. This feature offers both peace of mind and long-term security.
401(k) Transitions
Don't let your old 401(k) or previous employer-sponsored retirement plan sit idle. We help you understand your options for inactive plans with balance value.
Rollover Opportunity Analysis - Evaluate the best path forward
Tax-Efficient Transfers - Strategic timing to minimize tax impact
Income Strategy Integration - Coordinate with existing funding
Protection-First Growth - Balance accumulation with principal
Makeba’s protection-first approach ensures your retirement plan remains secure during life transitions and chapter changes.
Lifetime Income
Structure your retirement savings into dependable, lasting income streams with Makeba Financial.
Social Security Coordination - Real-time projections based on your ideal retirement income integration
Guaranteed Income Solutions - Reliable payments that continue for life
Market-Independent Security - Steady cash flow regardless of market conditions
Lifestyle-Adjusted Planning - Income strategies that adapt to your changing needs
Inflation Protection Options - Help maintain purchasing power over time