We are financial agents that act a as broker to help our clients find the right retirement products for their needs. We represent hundreds of top rated companies. If you want information or looking to set up a ROTH IRA, IRA, SEP IRA, Simple IRA, and an Annuity (Indexed Annuity, Income Annuity, Fixed Annuity, Multi Year Guaranteed Annuities/MYGA's), we can help find an option that can fit your needs. Whether you are looking to start a retirement account, roll one over, or would like a comprehensive comparison, we can help you. The majority of the retirement products that we offer have no fees. We don't focus on aggressive strategies, instead we focus on conservative to moderate products that offer downside market protection with upside potential with a reasonable rate of accumulation. We use the following products to accomplish this:

MYGA is a Multi Year Guaranteed Annuity. It offers a fixed rate like a CD, and often has a better fixed interest rate than a CD. MYGA's have terms of 1, 2, 3, 4, 5, 6, 7, 10, and 15 years. Which ever term you choose, the interest rate is locked in for the entire duration. 

Indexed Annuities may offer:

• Protection of Principal
  Your savings are always protected from market fluctuations and are 100%
  principal protected. There is no direct downside market risk to your funds.

• Growth Potential
  You also have the choice of interest based on the performance of an external market index.

• Income for Life
  A lifetime withdrawal benefit is automatically included and ensures that you can generate a lifetime income that will last for your life.

• Wealth Transfer
  Leave a legacy for your loved ones and avoid probate. The full account value is available after your death. If your spouse is the beneficiary, then he or she can always choose to continue the policy. 
   

If you would like to discuss our retirement options or like a review of you have, click the button below to get more information and provide your contact information, so we can contact you.