Choose Your Path to Financial Security

The right annuity can give you the peace of mind you’re looking for in retirement. But annuities come in many different forms. Our experts can help find the product that makes the most sense for you based on:

How much money is needed to cover your expenses in retirement
Your risk tolerance and desired level of market exposure
When you want your payments to start

8+ YEARS AS A FINANCIAL RESOURCE
We’ve been educating consumers about financial options since 2013.
THOUSANDS OF CUSTOMERS HELPED
We’ve helped more than 5,000 people achieve financial freedom.
A+ RATING WITH THE BETTER BUSINESS BUREAU
Our commitment to our customers has earned us an A+ rating with the BBB.

What Are Your Annuity Options?

GUARANTEED INCOME
Fixed
Fixed annuities come with a guaranteed, set interest rate that doesn’t vary beyond the contract terms.
Guaranteed income for life

Low risk

Premium protection
FLEXIBLE INCOME
Variable
Variable annuities are tied to the performance of an investment portfolio.
Possible inflation hedge

Ability to assign a beneficiary

Potentially higher returns than fixed annuities
GROWTH POTENTIAL
Fixed-Indexed
Fixed-indexed annuities have rates that are tied to a specific index, such as the stock market.
Growth potential without the risk of losing your money

Index gains are locked in

Potential inflation hedge

Get Expert Advice With Our Easy Process

Contact Us
We’ll route you to a financial expert who specializes in annuities and retirement planning.
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.
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.

Get Your Free Quote

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

Testimonials

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!!!”