We believe every American deserves a secure retirement without the fear of running out of money or losing their life savings to hidden fees and market crashes
Your principal is 100% protected from market losses while still earning competitive returns
No hidden fees, no surprises. Every cost is clearly explained upfront
Dedicated advisors who treat your retirement like their own family's future
For over 25 years, we've been helping Americans navigate the complex world of retirement planning with one simple promise: your security comes first.
Our founder, Derek Ifasi, started this company after witnessing too many retirees lose their life savings during market downturns. He saw hardworking Americans who did everything "right" – saved diligently, invested wisely – only to watch their nest eggs vanish when they needed them most.
That's when Derek discovered the power of annuities and safe accumulation strategies. These weren't just financial products – they were peace of mind, secure income, and the promise that your retirement would be secure no matter what happened in the markets.
Today, we've helped thousands of clients protect retirement assets while saving them millions in hidden fees.
We're legally bound to act in your best interest, not our own
Average $47,000 saved per client in hidden fees
Every strategy is customized to your specific situation
These principles guide every decision we make and every recommendation we provide to our clients.
We tell you the truth about your retirement situation, even if it's not what you want to hear. Honesty builds lasting relationships.
We believe informed clients make better decisions. We explain everything in plain English, no jargon or confusing terms.
Your peace of mind is our top priority. Every strategy we recommend prioritizes safety and secure outcomes.
You're not just a number. We provide personal, responsive service and are always available when you need us.
When you work with us, you get more than just financial advice. You get a partner committed to your success.
Every cost is disclosed upfront with complete transparency
Legally bound to act in your best interest always
Regular reviews and adjustments as your needs change
Direct line to your advisor whenever you have questions
Strategies tailored specifically to your unique situation
Sleep well knowing your retirement is secure
Join thousands of Americans who've already protected their retirement with our proven strategies. Your free consultation is just one call away.