How Our Process Works
Get a Free Consultation
Fill out our secure form to get a free, no-obligation consultation with one of our trusted partners.
Get Connected to a Provider
A financial expert will help you select a product that meets your financial goals.
Get Guaranteed Income for Life
A reputable annuity provider will draw up a contract that meets your unique needs.
What Our Readers Say
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“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!!!”Richard J. -
“I called them with only the most guarded hopes. Because every conversation that I had had with my annuity company and other funding companies always concluded with ‘sorry I can’t do anything for you.’ ” I was thrilled to discover that there was (an) organization that retained a sense of human caring and human involvement.”David Gaynes