Building long-term relationships as your trusted retirement resource

I help advisors ensure that their clients are ready for a successful retirement. When working together, we can optimize retirement income and create new sources of guaranteed income. This careful planning is put in place to help your clients sleep better at night and not wake up wondering what the next market correction could mean for their retirements.

Let's talk solutions

See how we can optimize existing assets into a better return or a guaranteed income stream that can’t be outlived.

Let's talk leverage for retirement income

From accumulation to decumulation, wealth transfer strategies or making up for a Social Security shortfall, annuities are invaluable tools for retirement. Schedule a call to see how we can optimize existing assets into a guaranteed income stream that can’t be outlived.

Ash Skyline Terrace
My specialties
Ask me how we can help with
Tax efficiency

By shifting assets in your clients' portfolios, we can help avoid costly mistakes and stretch the money they worked a lifetime to earn.

Social Security

From basic questions to optimizing value, we'll help maximize one of the most important, yet misunderstood, tools in a retirement portfolio.

Guaranteed income

See how an annuity can create an additional income source that your clients can't outlive, so they can get the flexibility and liquidity needed.

Legacy planning

We can help make sure clients don't just live through retirement — they exceed their goals and leave something for the next generation.

Give me a call
(804) 873-1511