Privacy Policy

We do not sell or share your information!


What are your fees?

We do not charge fees!

What are your investment strategies?

We are safe money advisors. We do not recommend products that you can lose money in.

How often will you communicate with me?

The annuities we sell send a statement annually and that is when you will be hearing from me, but feel free to reach out any time you need.

Are you a Fiduciary?

Yes! I am required by law to have my client's best interest in mind at all times.

Which Annuity Companies do you recommend?

We recommend you set an appointment and speak to one of our advisors, so they can pick which contract is best for you.