BEFORE PROCEEDING, THERE ARE A FEW THINGS WE SHOULD MENTION...
WE HAVE SOME OPINIONS YOU SHOULD PROBABLY BE AWARE OF...
most annuities are BAD
most money managers spread a lot of misinformationabout annuities, have you ever asked one about annuities?
most annuity experts are just salespeople, have you ever tried to get one to stop calling you?
BUT FIRST THERE ARE A FEW THINGS YOU SHOULD KNOW BEFORE YOU CONSIDER WORKING WITH US...
we impartially present you with the BESTavailable options from 9 of the most reputable companies
we aren't just money managers and we aren't annuity salespeople, we are money managers who design retirement income strategies that incorporate annuities
what makes us annuity experts isn't OUR ability to understand all the annuities out there, it's our ability to help YOU understand & visualize whether annuities might make sense for you
"The resources of a large firm. The personal attention of a small practice."
Presenting you with ALL of your options for retirement
most money managers spread a lot of misinformationabout annuities
most annuity experts are just salespeople
most Americans are not properly informed about the role of annuities
OUR APPROACH...
work with someone who will impartially educate you on the BESTavailable options from 9 of the most reputable companies
work with a team who aren't just money managers and who aren't annuity salespeople, work with money managers who design retirement income strategies withstocks, bonds, ETFs, mutual funds AND ANNUITIES
what makes us annuity experts isn't OUR ability to understand all the annuities out there, it's our ability to help YOU understand & visualize whether annuities make sense for you
I've read your VIEWS and your APPROACH, and would like to explore further
