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Choose the right
annuity every time.

Helping clients and advisors structure and implement annuities the right way for the best possible returns.

Trusted by clients, wealth advisors, CPAs, Family Offices and banking institutions across the U.S.

Go beyond ordinary annuity advice.

Getting the best returns from annuities takes the skill and guidance of a specialist. Without it, details are easily missed.

Full Market Access

90% of financial professionals cannot, or do not, offer the entire market of annuity options.​

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We do.

Highly Specialized

Annuities are known for being very complex. It's tough to know if you're working with a true expert.

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Annuities are all we do.

Advisor Friendly

The best retirement planning comes from a team of experts who forgo ego & revenue in favor of better results for their clients.

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We believe in collaboration.

Do you have an annuity but aren't sure if it's a good annuity? Or, do you simply want to understand how it works?

We provide direct-to-client support & collaborate with fiduciary wealth advisors.

We provide direct-to-client support & collaborate with fiduciary wealth advisors.

Client Services

For retirees & soon-to-be retirees who are exploring annuities as an option to protect against major retirement risks. 

 

Or, for those who already have an annuity and want to know if their annuity is performing as good as it should be.

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Advisor Services

Specialized support for fiduciary wealth advisors who want to provide greater duty and care to their clients anytime annuities are involved.

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We help you avoid conflicts of interest, save time & deliver greater value to your clients.

Gary W., Pennsylvania

“I can tell you with 100% certainty that you'd be hard pressed to meet another person who matches Shannon's intelligence, work ethic and character. Shannon and her team at Aston Penney excel at everything they do and everything they do is held to the highest standard."

Our process is simple, yet methodical.

1. Discovery Session

This is strictly brainstorming. We'll ask a lot of questions until we're confident we understand your situation & need. You'll have the chance to do the same with us.

2. Evaluate Options

This is education focused to help you understand your best options. We will vet and evaluate every option together until no stone is unturned and you have complete clarity.

3. Protect Your Money

This is when your research pays off. We move forward with peace of mind, knowing your money and your retirement are protected in the smartest way possible. 

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We believe standards should be much higher on how annuities are bought and sold.

Has lack of expertise cost you time & money?

About 85% of annuity portfolios that we review are found to be underperforming in some way and have been for some time. Most are owned by retirees or soon-to-be retirees, so it's a tough pill for them to swallow. Valuable investing years and growth opportunities have been lost unnecessarily. How can this be?

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It's not because annuities themselves are bad. It's because the structure and design are, in most cases, not implemented correctly. For annuities to work well, they need to fit like Goldilocks--just right.

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While we believe most advisors have good intentions, good intentions don't guarantee great results. We think this is flawed.

 

We believe you and your retirement deserve better. 

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Choose the right annuity every time
and get the returns you deserve.

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