Financial Planning

Did You Know?

Nearly 90% of Americans are not confident in their overall retirement savings situation.

56% of Americans admit they are unsure if their savings will last their lifetime.

Less than 1/3 of Americans have a retirement plan that guarantees lifetime income.

42% of Americans rely on family / friends for financial advice, 41% on web search, and 39% on pro advice.

One in Five Americans have nothing saved for retirement or final expenses at all.

More than 1/2 of Americans do not have a will to protect their estate or their families.

Indexed Annuity Leadership Council.

Common Concerns

Our clients are most concerned about:

  • Outliving my money
  • Maintaining my current lifestyle
  • Social security may not be available or enough
  • Need of nursing home care
  • Unpredictable Earnings (Income)


The solutions we offer can help you:

  • Protect your nest egg from the market
  • Balance your current retirement plan
  • Offer you a lifetime income stream
  • Have predictable Earnings
  • Tax-Deferred Growth