About Us
Best Fit Annuities was established to help individuals consider annuities in their financial and retirement plans. Annuities are the only products that simultaneously offer tax deferred savings, asset protection, and the potential of income for life. However, they are often overlooked because they can be misunderstood. Following are the staff members at Best Fit Annuities. Their experience, education, and certifications result in their ability to provide a better service for their clients beginning with financial and tax planning and, if applicable, extending through the selection of the best annuities available for the client’s situation.
Click the buttons below to attend one of our free seminars or to schedule a free appointment. Seminars are in-person and appointments may be in-person or online. Select which is best for you.
Jim McArdle, MST, CTS, CAS, realizes that many senior citizens can do more to establish and protect assets to provide adequate income in retirement. Certain types of annuities provide a solution! But it requires an understanding of tax law, finances, and annuities to develop and implement a strategy that provides the best fit for your retirement plan.
Jim has the experience and knowledge to help with financial and retirement planning. He has a Master of Science degree in Taxation (MST) and is a Certified Tax Specialist (CTS). He is also a Certified Annuity Specialist (CAS) and a former practicing CPA. He is one of only five persons in the State of Florida with both tax and annuity certifications. He holds insurance licenses in Florida and various other states and a Series 6 securities license so he can advise and sell all types of annuities including Fixed, Fixed-index, Variable and Registered Index-linked (RILA) products.
Olivia Wooten, CAS, is a Certified Annuity Specialist (CAS) and licensed insurance agent. She is a proponent of the use of annuities for purposes of asset protection, deferring taxes, and for assuring an income stream in retirement. While Olivia takes care of all office related matters, she also conducts research into the use of annuities and plays a role in servicing annuity applications and ongoing contracts for our clients. She is licensed in the State of Florida to discuss and sell Fixed and Fixed-index annuities.