™ Robert Lettin
Certified Retirement Specialist
Local 503-925-0554
Toll Free 877-777-0705
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Attention Retirees, Individuals, Investors, Entrepreneurs and Friends...
HAVE A FIXED ANNUITY? WANT TO ADJUST YOUR CURRENT ANNUITY?
WANT TO LEARN ABOUT THE VARIOUS TYPES OF ANNUITIES?
  "We will share our years of experience with you and EDUCATE you to make wise and sound choices for your annuity investments. Clients rely on us everyday to shift thru the various options. A certified specialist will answer any investment questions you have. We are your investment information source."

-By Robert Lettin
Your Annuity Specialist

Securities provided through KMS Financial Services, Inc.
We want to be your financial information source. Our goal is to be your financial advisor. Annuities, stocks, bonds, mutual funds and retirement plans. Charles Schwab & Company, Inc. holds all of our fee based accounts and KMS Financial Services, Inc. holds all of our commission based accounts. We will answer all of your questions for free and then you decide if we are for you. Call us locally at 503-925-0554 or Toll Free at 877-777-0705.
The Annuity Surplus Store Confidential Questionaire-
A certified annuity specialist will review, fix or adjust your annuity. For higher rates for your fixed annuity or better returns for your variable annuity -- WE CAN HELP!

Call Local 503-925-0554 or Toll Free 1-877-777-0705 or please take one minute and fill out the form below so we can help you today.
First Name: 
Last Name: 
State: 
Phone: 
Email: 
What would you like to accomplish: 
A Higher fixed rate: 
 
Higher total returns, variable: 
 
Change beneficiary designations: 
 
Just a general review or tune up: 
 
 I do not have an annuity but would like information on: 
A Fixed annuity: 
Variable annuity: 
 Please add any comments or specific concerns that we can help you with: 
 

Information submitted on this form, including e-mail addresses,
is considered confidential and will not be shared with any other third parties.

Important Notice: Investment regulations including SEC and NASD registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which Robert Lettin is NASD and/or SEC Registered or exempt. Robert Lettin is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a NASD member firm securities licensed in all 50 states. This office, through Robert Lettin, is registered for securities business with residents of: AZ, CA, CO, OR, WA. Likewise, fee-based advisory services are available to the residents of: AZ, CA, CO, OR, WA.

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