• Glossary Icon
    8+ Years as a Financial Resource
    We’ve educated people about financial options since 2013.
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    Thousands of Customers Helped
    We’ve helped 5,000+ people find financial freedom.
  • Glossary Icon
    BBB: A+ Rating
    We have an A+ Better Business Bureau rating.

The Company We Keep

Our independent agents work with some of the most trusted insurance companies in the industry to find you the best product that fits your retirement goals and objectives.

  • American Equity Logo
  • American National Insurance Logo
  • AIG logo
  • Mutual of Omaha Logo
  • North American Company Logo

Our Three-Step 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 help you select the best annuity product based on your goals and objectives.
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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 guaranteed 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
  • Total Social Security Logo
    Total Social Security
    Software that builds Social Security planning into your practice. Includes:
    • Visual reports
    • Break-even charts
    • Income-gap charts
  • Smart Risk Logo
    SmartRisk
    Software that helps clients achieve better retirement outcomes through better risk analysis. Includes:
    • Asset interaction analysis
    • Portfolio risk tolerance
    • Down market preparation

Testimonials

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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!!!”