Here are a few scenarios of the types of people we serve.

A Couple in their late 50's anxious to retire and want to get on track.

This couple wanted to be proactive and secure their retirement. Using our time-tested process, we established a plan that would reduce market risk, as well as set up income streams that will last through retirement. 

Now they know their retirement lifestyle is not dependent on market performance. They sleep well at night knowing that their income needs throughout retirement can be met from reliable sources.

A couple in their 60's looking for someone they can trust.

 This couple was newly retired. They wanted personal service and a trusted partner, not a slick salesman. They also wanted answers as they transitioned out of the workforce and into retired life. 

We answered all their questions, then we implemented our time-tested process to provide a level of comfort and security. Now they can relax, knowing they have enough to live their best life in retirement.

A widow in her 70's worried about income reduction after the passing of her husband.

Our client was extremely concerned about the assets that remained and having enough income due to the reduction of Social Security benefits. 

We created a plan that kept the assets out of the "market" to avoid risk, with the goal of providing income she will never outlive.

Our plan also established income streams that will begin at various intervals in the future, providing a rising income to help keep up with inflation.