Welcome to our Featured Financial Professional page. Use this page to connect directly with an independent financial professional. Just click on your state of residence, and you can find a financial professional who is part of our online community from there.
If you are looking for safe financial strategies to meet your financial and income goals in retirement, or you have any questions, we encourage you to contact a professional. They can help you uncover ways to achieve greater income certainty, maintain your lifestyle, spend with confidence, and enjoy greater peace of mind.
When there’s an advanced or niche need, we seek out experienced professionals with a specialized skill for those needs. In some ways, it’s like how a specialized surgeon offers advanced medical care to those with a rare medical condition. We seek out their expertise even if they aren’t in the same area. Similarly, these independent financial professionals can offer a higher pedigree of knowledge in safe retirement financial strategies.
Connect with someone, and you’ll be able to schedule a no-cost, no-obligation initial consultation. And if you have any questions or need assistance, call 877.476.9723. Thank you for the opportunity to serve you and to help you achieve the retirement lifestyle you’ve worked hard for.