We Fix Annuity Mistakes


WE MAKE IT HAPPEN



Without Creating a Taxable
Event For You



Who We Are ...



Helping Clients Successfully Retire Since 1988


• Have an Annuity you aren't happy with? Or wish it just worked harder?

• Since 1988, we have been assisting in the creation of successful plans and portfolios to meet our clients’ long-term financial goals.

• Ensuring that our clients always have enough income to weather any financial storm is one of our primary duties.

• Do you have questions about YOUR annuity, investments, taxes, monthly income, retirement, and/or estate planning?



Proven Approach # 1



We first review your annuity, then all estate planning documents to ensure correct beneficiary designations, healthcare directives, and establish a plan for your family to avoid probate. Following this, we create an income roadmap.



Proven Approach # 2



We then position our clients to mitigate any significant drops in their retirement accounts. By avoiding large drawdowns due to market conditions and ensuring adequate income, you will be able to relax and enjoy your retirement years.



Proven Approach # 3



Our team operates 100% virtually, meaning we’re as close as your phone, smartphone, or computer. No more wasting time sitting in traffic to discuss your retirement accounts. Travel where you want, when you wish.



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Virtual Offices Serving Most
of the United States



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