Proactive Strategy = Empowered Retirement
Indexed returns provide strong upside growth, eliminates downside risk, resulting in more security.
Provides you cash in the case of unforeseen events such as illnesses, family emergencies, or long term care.
Provides guaranteed lifetime income outside of Social Security; an income you cannot outlive.
Do you have a qualified retirement plan?
We help people strategically transfer their retirement funds from 401(k), IRAs, 403(b), 457(b), and other such programs into safe buckets with fixed index annuities to assure you will never run out of money and still benefit from upside market growth. The three strategies we focus on include Sustained Growth, Liquidity, and Guaranteed Income.