8+ Years as a Financial ResourceWe’ve educated people about financial options since 2013.
Thousands of Customers HelpedWe’ve helped 5,000+ people find financial freedom.
BBB: A+ RatingWe 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.
Our Three-Step 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 help you select the best annuity product based on your goals and objectives.
Get Guaranteed Income for LifeGet 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 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!!!”