Trusted by retirees, fiduciary advisors, CPAs, Family Offices and banking institutions across the U.S.
For annuities to do their job well,
they need to fit
Annuities are highly specific instruments. There are many types and they all do different jobs. Finding the right fit matters more than most people realize. Even advisors. To know what fits, you need a clear understanding of three things: context, timing and access. Without it you risk:
Getting stuck in the wrong annuity, when you could have done better with another
Having the right annuity but at the wrong time—a missed opportunity for growth
Paying unnecessary fees that could have been avoided
Owning an annuity that you don't understand, don't know how it works or what to do to maintain it correctly
You shouldn't have to lose time or money when it can be easily prevented.
Most annuity advice is generic and doesn't work. In a world with so many options and opinions, context-guided planning is critical to finding the right annuity.
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Specialized Guidance
Annuities are conceptually easy to understand but have a lot of moving parts. The more refined the annuity advice, the better the result.
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Annuities are all we do.
Advisor Friendly
The best annuity planning happens when a team of advisors forgo ego & revenue and work together in favor of your best interests.
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We believe in collaboration.
Full Market Visibility
Without it, you'll never know if you're getting the best you can get. Most brokers use three or four carriers and don't actively research the full market.​
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​We do.
Find the right annuity when you need one. Learn how to get unstuck if you're in the wrong one.
Information isn't always insight. A lot of annuity information exists, but a lot of it may not apply to you. The Aston Penney Method™ is the context-guided planning you need to filter the noise so you can focus on what actually fits.
We provide direct-to-client support & collaborate with fiduciary wealth advisors.
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We provide direct-to-client support & collaborate with fiduciary wealth advisors.
The process for making better annuity decisions is simple
Option and opinion overwhelm is common when exploring annuities, but it doesn't have to be. The Aston Penney Method™ helps you move from confused to clear to certain in a few easy-to-digest conversations
01
BRAINSTORM SESSION
This is strictly brainstorming. We'll ask a lot of questions until we're confident we understand your situation. You'll have the chance to do the same with us.
02
EVALUATE OPTIONS
This is education focused to help you see past marketing hype and understand a true path of logic for what you need. We help you vet every option. No stone is unturned.
03
PROTECT YOUR MONEY
When the solution becomes obvious, you'll be ready to move forward. All efforts towards research & education give way to a confident decision that you can count on.
What people are saying about Aston Penney
