8+ YEARS AS A FINANCIAL RESOURCEWe’ve been educating consumers about financial options since 2013.
THOUSANDS OF CUSTOMERS HELPEDWe’ve helped more than 5,000 people achieve financial freedom.
A+ RATING WITH THE BETTER BUSINESS BUREAUOur commitment to our customers has earned us an A+ rating with the BBB.
What Are Your Annuity Options?
GUARANTEED INCOMEFixedFixed 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 INCOMEVariableVariable 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 POTENTIALFixed-IndexedFixed-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 UsWe’ll route you to a financial expert who specializes in annuities and retirement planning.
Get a Free ConsultationOur 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 LifeGet 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 ArchitechAn all-in-one planning tool that seamlessly combines:
- Cash-flow analysis
Total Social SecuritySoftware that builds Social Security planning into your practice. Includes:
- Visual reports
- Break-even charts
- Income-gap charts
SmartRiskSoftware that helps clients achieve better retirement outcomes through better risk analysis. Includes:
- Asset interaction analysis
- Portfolio risk tolerance
- Down market preparation
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!!!”