Unbiased
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We exist to help you achieve the highest and best use of your money any time an annuity is involved.
A well-positioned annuity doesn't just get you better returns from that annuity. It should also have a positive ripple effect across the rest of your balance sheet. This allows you and your financial advisor the freedom to be more strategic with other investments. Thus, increasing your potential to generate more wealth, while achieving a bedrock of safety in retirement.​
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To get these types of results, details matter. Precision matters. A willingness to look outside the box of preferred carriers matters. Collaboration matters. This behavior is less common in the annuity industry.
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For us, it's what we do best.
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Serving clients & fiduciary wealth advisors across all 50 states.
Are you leaving money on the table without realizing it?
When we review annuity portfolios for clients and advisors, 10 to 15% of the time the annuities are performing well. This is ideal. We recommend they stay the course.
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When annuities are underperforming, we find it's usually for these reasons.
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The core values that drive our behavior.
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Annuities are not for everyone.
Annuities are designed for the risk averse. They help you play defense at a time when it matters most: retirement & pre-retirement. If during our conversations we determine an annuity is not right for you, we'll tell you.
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Ethics over revenue.
Peers have told us we should diversify our investment options to make more money as a company. We couldn't disagree more. Annuities are one of the most complex financial tools that exist. Because we hyper-focus, we're able to catch things and create opportunities for our clients that would otherwise be missed.
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Education versus selling.
We are not in the business of "selling" annuities. We are in the business of creating peace of mind, building confidence and making sure you are not making decisions without knowing all your options. Unless those three things are in place, we do not move forward.
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Pursuit of excellence exceptional.
We are specialists, not generalists. In the spirit of true craftsmanship, we obsess over the details. The seen and the unseen. Quality is created through our meticulous focus and daily efforts to deepen our expertise.
"I was referred to Shannon by a friend and neighbor of mine. I have owned an annuity for many years now and I wanted to understand if it was performing. I met with Shannon and we talked through the particulars of my situation. The goal was to improve, if possible, my current annuity. Through diligent research and communication, Shannon recommended that I not make the change. She considered my situation over and above her getting paid. Such honesty and consideration for a potential client is quite refreshing. Always polite and professional, but personable as well. Shannon is a true asset to anyone looking for this type of support."
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Paul P., Arizona