Planning is the Key to Tomorrow
Key concept: “Everyone needs objective advice to make smart financial decisions.“
“Retirement planning should be about planning first and then finding products to fit that plan. Not about doing the minimum amount of work to sell a product and make a commission.”
For nearly 40 years, we have helped pre-retirees, and those already enjoying retirement, to invest their “serious” money.
We provide fixed annuity research and make recommendations for upgrades only when it has been in the client’s best interest. The majority of our income is derived from commission income, a one-time payment, paid by the insurance company chosen.
When clients accept and appreciate our recommendations, it allows us to stay in business and to continue to offer products that meet our clients’ objectives.