Be sure to compare with Steve to optimize your annuity decision.
Our system rejects more than 98% of all annuities (from more than 1200), and we offer several top annuities that 99% of agents cannot offer.
(These are exclusive, proprietary annuities with top rated carriers.)
At last, enjoy a secure 5% to 9% retirement income for life, without risking money in today’s volatile market.
If you’re thinking about an annuity, you’re probably seeking answers. You may also be searching for a trustworthy advisor who:
- Won’t insult your intelligence or make things overly complicated. Instead, you’re looking for straightforward, honest, ethical and jargon-free answers to questions like:
- Exactly what are annuities?
- Which annuities will provide me with the most income?
- How can annuities help me protect my heirs?
- Which annuities cost the least?
- Are there annuities that will help me grow my income?
- Can annuities be used to offset the amount of taxes I pay?
- Is annuity income guaranteed for life?
- What are the main benefits of annuities?
- Will my money be available if/when I need it?
(Click here for Annuities Made Simple to find answers to these and other questions).
It may surprise you to learn that we reject more than 98% of the more than 1200 annuities we review and analyze.
For nearly two decades we’ve witnessed the tremendous benefits our clients – including engineers, teachers, business owners, healthcare professionals, and government personnel – have received when they’re armed with the solid fundamentals they need to make smart financial decisions.
The result? They worry less and enjoy life more because they…
- Earn guaranteed income for life
- Are immune to downturns in the economy and/or fluctuations in the stock market
- Know that their principal is secure while producing more income
- Hold onto more of their income, and pay less in taxes
- Have protected their heirs
And we’d like to do the same for you…
First, download our highly acclaimed informative report, Roadmap to Retirement. Then, give us a call to set a time for a personal review with no sales pressure and no cost.
Questions? Please call us today at (480) 902-3333
Maximizing Your Returns, Minimizing Your Risk and Fees:
We call it doing our job.
Here’s what you can expect when you call:
Step 1: You’ll talk. We’ll listen. In addition to learning more about your priorities, we’ll also ask you to share your personal, financial, and lifestyle goals, as well as your biggest concerns about your retirement income.
Step 2: You’ll learn everything you need to know about annuities. We’ll educate you the types of annuities available, how each works, and much more. We’ll also answer all of your questions in easy-to-understand language and without the usual “industry-speak.”
Step 3: We’ll create an annuity strategy that is adapted to your specific needs. Our objective is to provide you with the highest returns possible, while reducing your risk and costs. We help you incorporate annuities properly within a well balanced investment portfolio built for income, preservation, liquidity and long term growth.
But, most important
Step 4: You decide. You’ve got an important decision to make. So, please get to know us. Put our ideas to work… and see if we’re not everything we promise to be. It will be one of the best financial decisions you’ve ever made.
And remember, there’s absolutely no cost or commitment on your part… so why not call us today at (480) 902-3333. We’ll be happy to answer all of your questions, and when you’re ready schedule your free no-obligation personal consultation.