Annuity Specialist — Lexington, South Carolina

Annuity & Retirement Income Planning in Lexington, SC

PAG Advisory Group serves Lexington, SC — right next door to Columbia — with annuity and retirement income planning. William Garland helps Lexington retirees protect their savings and create guaranteed income for life. Call (803) 832-7575.

Serving Lexington, SC

Your Retirement Income Specialist for Lexington & Surrounding Areas

PAG Advisory Group is based in Columbia, South Carolina and serves clients throughout South Carolina — including Lexington and Cayce, West Columbia, and Batesburg-Leesville.

Lexington, South Carolina is one of the most sought-after communities in the entire state — and PAG Advisory Group is right next door in Columbia. Lexington retirees and pre-retirees have easy access to in-person consultations at the Columbia office, just minutes away. William A. Garland Jr. has served Lexington County families for over 27 years, helping residents of Lexington, Cayce, Batesburg-Leesville, and surrounding communities secure their retirement with safe money annuity strategies.

As an independent agency, William Garland compares annuity products across dozens of top-rated insurance carriers to find the option that delivers the best guaranteed income, growth, or protection for your specific retirement situation.

Phone and video consultations are available for Lexington clients who prefer not to travel. Your initial retirement review is always free and carries zero obligation.

Why Lexington Residents Choose PAG Advisory Group

  • 27+ years of financial experience in South Carolina
  • Safe money focus — zero market risk products only
  • Independent agency — shops across top carriers for you
  • Guaranteed income strategies you cannot outlive
  • Veteran-friendly — specialized military family strategies
  • Best of South Carolina 2025 Regional Winner
  • Free retirement review — no cost, no obligation

27+

Years Experience

0%

Market Risk Floor

100%

Safe Money Focus

Services for Lexington, SC Residents

Annuity & Retirement Services Available in Lexington

Fixed Annuities

Earn a guaranteed interest rate with 100% principal protection. A safe, higher-yield alternative to bank CDs — ideal for Charleston retirees who want predictable returns.

Fixed Indexed Annuities

Earn index-linked interest with a guaranteed zero-loss floor. Participate in market gains while being fully protected from market losses.

Guaranteed Lifetime Income

Convert savings into a monthly paycheck that lasts as long as you live. Never worry about outliving your money in Charleston or anywhere in South Carolina.

Personal Pension Planning

Build your own private pension — funded on your schedule. Perfect for Charleston retirees and business owners without a traditional employer pension.

Safe Money Planning

A complete assessment of your current savings risk, followed by a personalized strategy to protect your money and maximize guaranteed retirement income.

401(k) / IRA Rollover

Convert a 401(k) or IRA into a safe, guaranteed income stream. William guides Charleston clients through every step of a seamless, tax-efficient rollover.

Free Retirement Review for Lexington, SC Residents

PAG Advisory Group is based in Columbia, South Carolina and serves clients in Lexington and throughout the state. Your retirement review is always free — call or schedule online today.

Common Questions

Frequently Asked Questions — Annuities in Lexington, SC

Does PAG Advisory Group serve Lexington, SC?

Yes. PAG Advisory Group is based in Columbia, South Carolina and serves clients throughout South Carolina including Lexington. William Garland offers phone and video consultations for Lexington clients, as well as in-person meetings at the Columbia, SC office.

PAG Advisory Group offers Lexington residents fixed annuities, fixed indexed annuities, income annuities, personal pension planning, safe money retirement planning, life insurance strategies, and 401(k) rollover consultations — all beginning with a free, no-obligation retirement review.

Call (803) 832-7575 or visit padvisorygrp.com to schedule a free retirement income review with William Garland. Phone and video consultations are readily available for Lexington clients — no need to travel to Columbia unless you prefer to meet in person.

An annuity is a contract with an insurance company that provides guaranteed income — either immediately or in the future. Fixed and indexed annuities protect your principal from market losses while earning competitive returns. They are ideal for Lexington retirees who want security, predictability, and income they cannot outlive.

Yes. You can roll over a 401(k) or IRA into an annuity from anywhere in South Carolina — including Lexington. William Garland handles the entire process, ensuring a tax-efficient transfer that protects your savings and sets up guaranteed income for retirement.

Also Serving

PAG Advisory Group Serves All of South Carolina

Based in Columbia, SC — we serve clients across the entire state by phone, video, and in-person.

PAG Advisory Group

Receive a Free Instant Insurance Quote in 3 Easy Steps

Get instant life insurance from William Garland