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    We’ve been educating consumers about financial options since 2013.
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    We’ve helped more than 5,000 people achieve financial freedom.
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    Our commitment to our customers has earned us an A+ rating with the BBB.

Annuity Benefits

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  • Premium Protection

    You won’t lose your initial investment — no matter what.

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    Fund Your Retirement

    Annuities create predictable income streams for life.

  • Provide For Your Family

    Death benefit riders allow you to transfer your money to your loved ones.

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    No Contribution Limits

    Unlike 401(k)s and IRAs, you set the dollar amount you invest.

Get Expert Advice With Our Easy Process

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    Contact Us
    We’ll route you to a financial expert who specializes in annuities and retirement planning.
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    Get a Free Consultation
    Our trusted network of advisors will listen to you and guide you toward an annuity that will allow you to achieve your goals.
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    Get Guaranteed Income for Life
    Get peace of mind knowing you’ve made a smart financial decision by securing a reliable income for your golden years.

We Have the Tools to Help You

We pride ourselves on our partnerships with companies that are dedicated to meeting your unique financial needs. Our partners use multiple resources to help you assess your individual financial situation and get started on achieving your long-term financial goals. Some tools our partners have access to include:

  • Income Architech Logo
    Income Architech
    An all-in-one planning tool that seamlessly combines:
    • Income
    • Cash-flow analysis
    • Taxes
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    Total Social Security
    Software that builds Social Security planning into your practice. Includes:
    • Visual reports
    • Break-even charts
    • Income-gap charts
  • Smart Risk Logo
    Software that helps clients achieve better retirement outcomes through better risk analysis. Includes:
    • Asset interaction analysis
    • Portfolio risk tolerance
    • Down market preparation


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    Richard Janal
    “He was there for us every step of the way. He was responsive, patient, and considerate of all our needs. We live in Oregon, and, quite frankly, John was more responsive to our needs than anyone we could find in the Portland metro area. I feel very comfortable in recommending him and his firm. They are knowledgeable and very qualified at what they do!!!”