J.S. Edwards & Sherlock Insurance Agency

(409) 832-7736
4155 Phelan Boulevard
Beaumont, Texas 77707

Investment and Retirement Plans

Planning for the distant future can be a daunting task. Retirement planning involves decisions about how much to save in order to maintain your lifestyle for an indefinite amount of time. Add in the uncertainties of the market and planning for retirement becomes a daunting task.

We have a wide array of tools at our disposal to help you make choices to solidify a good future in an uncertain world.

Whether you are planning your personal retirement or need to think about benefits for an entire company, we can help you choose solutions for your needs.

Individual Retirement Accounts

We can fund your new or existing IRA through a variety of eligible plans. Lump sum payments and rollovers are accepted. Also, we can help your company establish and manage 401(k) or profit sharing plans with monthly automatic investment options.

Annuities

We offer single and flexible premium plans under various types of annuity contracts for individual and group programs.