Your Retirement Planning Resource Center
About Our Team of Experts
Most Americans don’t realize this, but for years there has been a national network of licensed financial strategists and experts who provide advice to the ultra rich. Some call them the “wizards of finance” for their ability to take and systematically structure the savings vehicles held by some of the wealthiest American’s of all time.
These savings vehicles allow the likes of celebrity and business moguls alike to “employ” their amassed pools of money in a way that makes it possible for them to no longer have to trade time for income. For decades, only the richest, most powerful titans of industry and sensationally successful stars have had access to these financial strategist.
These relationships with financial experts have allowed this elite and extremely small percentage of U.S. Citizens to drive like it’s Sunday every day of the week and sip champagne over buttery lobster tail and caviar lunches at their local country club on a whim.
Until now.
Over the last century, the ultra rich assumed that, if these money management and manipulation tactics were taught to the moderately affluent masses, it may bring about an entire generation of comfortably retired middle class Americans. Individuals who, without having to depend on social security and other pension plans alone, could more freely enjoy their retirement years.
And they were right.
Over the last century, the ultra rich assumed that, if these money management and manipulation tactics were taught to the moderately affluent masses, it may bring about an entire generation of comfortably retired middle class Americans. Individuals who, without having to depend on social security and other pension plans alone, could more freely enjoy their retirement years.
And they were right.
Although not everyone desires to spend their winters basking in the Bahamian sun or exploring the vast glacial expanses under the natural lights of the aurora borealis during summer months, or lounging atop king sized cruise ships wondering the open seas… it may be a lot closer and more within your reach now than at any other point during your lifetime.
This is what we want your next few decades to resemble.
To that end, we have united a group of the most passionate professionals who now prepare and provide this same level of expert advice to consumers of all income levels. We believe that every American deserves the same highly valuable, accurate, and unbiased information. It is our collective mission to empower you to make the most educated and confident decisions.
We accomplish this work using a variety of annuities and related financial products.
Now gathered here, we stand united in our commitment to educating this Great Nation’s Retirees and their loved ones about how to evaluate the suitability of the many different kinds of annuities and whether they are truly appropriate for your needs.
It is extremely important to understand the correct way to implement annuity products in your financial strategy both before and during retirement. There may be times when it is actually in your best interest to transfer funds from one product to another, however, the timing of these moves only make sense if they avoid surrender charges and maximize growth incentives.
Nearly everyone whom we have coached over the years wants at least one of these two things:
To gain a better understanding of the pro’s and con’s of annuities and how they work
To learn how to benefit from advanced planning strategies and techniques
Ultimately, it doesn’t matter how much you want to learn about annuities. All levels of resource are available here in a plain, easy to interpret format for your reading pleasure.
No matter what, you are in the right place because quite literally everyone wants these results:
Guaranteed Growth
Dependable Income
Principal Preservation
Guaranteed Growth
Dependable Income
Principal Preservation
No one purchases a car, truck or van to merely display it as an ornament in their driveway. Everyone buys a specific motor vehicle for the unique set of features and benefits that best fit their needs while traveling from point A to point B.
In that same way, we believe that when most people say they are interested in buying an annuity, what they really mean is that they want to find the right annuity that provides a better way to protect and grow their hard earned money than simply leaving in a bank or low yield bank product. They are really looking to generate an immediate and increasing income while preserving their capital for as long as reasonably possible.
Do those results align with your desires?
If so, you may have found that most other annuity websites offer only the most basic information, not nearly enough details about the financial mechanics found “under the hood”. In order to provide you with a higher quality, deeper understanding of various annuity products and how they work, we have developed a series of lessons so that you can see how to use annuities correctly from a real financial planning perspective.
Once you begin to feel a bit more comfortable in your own understanding of how annuities could allow you to accomplish your growth, income, and preservation of principal goals, it will be of great benefit to you to schedule time to speak with one of our licensed experts. They will help reduce your learning curve exponentially and recommend the most sensible next steps in moving forward with accomplishing your goals.
In this way, you can avoid the mediocre result that so many people tell us they’ve experienced. Other agents and agencies are typically in the business of simply selling products. As you move through this process with our network, you will find that our focus is building each individual the most suitable, meaningful financial strategy.
We only consider our relationship with you a success when you tell us that you’ve experienced the relief of fulfilling your most pressing immediate needs and feel grounded in your path to actually accomplishing your retirement objectives.
In order to access the free educational lessons, submit just your First Name and Email address in the secure form.
When it feels right, use the calendar links inside to book a Private and Confidential Strategy Session with Our Team of Financial Experts!