This strategy is designed to grow investments gains through a diversified portfolio in a tax-deferred manner. The portfolio dynamically allocates capital across asset classes through mutual funds on the Nationwide Annuity platform.

All investments are made using mutual funds and subject to those available on the annuity platform. Investments in any annuity are made with after tax dollars but gains grow tax deferred until withdrawn.

We have partnered with Nationwide Insurance to provide this flat fee, Investment Only Variable Annuity to our clients. For more information on Monument Advisor, please click the button below.