Grow With Confidence
Plan and Prosper
At Makeba Financial, we transform retirement planning by prioritizing innovative 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.
Fixed Annuities - Consistent, guaranteed returns that balance volatile investments
Indexed Annuities - Market-linked growth potential with principal protection
Tax-Efficient Growth - Strategic options for tax-advantaged accumulation
Principal Protection - Safety from market downturns while maintaining growth opportunity
*Flexible Access - Annual penalty-free withdrawals available for unexpected needs
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.
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