Free August Newsletter, "Ripped Off By An Annuity"

In this months issue, we take a look at a retired couple from Strongsville, Ohio. John and Kathy were ripped off by an Annuity Broker looking for just another sale. Click here to request the rest of the newsletter.



401k Rollover & Review

Whats in your 401K? How is your company 401K performing? We will review it and show how much you're earning and paying.

Annuity Review

Did you purchase an annuity in your retirement account? Do you know the hidden surrender fee's? How about complexities with medicaid planning?

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After 10 years of working with clients who were sold annuities by brokers, I knew I had to do something.


Attend a workshop and hear the real life experiences that caused me to invest my own capital in educating those on annuities.