Why Variable Annuities are not appropriate

Welcome to our website

We'd love to meet you and let you the perfect solution

The initial consultation is complementary - no credit card needed

Our Services

We offer a complementary consultation.  Within a short time on the phone we can determine your needs and if we can help you address them.

Our stand is pretty firm – Variable Annuities rarely fit what the owner needs.  

More often than not the Variable Annuity was ill advised.

Annuity Research

If you own an annuity, were you shown two to three other options or simply the one you were sold?

It is never too late to make adjustments to you plan.

Comprehensive Training

Since 2006 we have been trained extensively in the area of Annuities and retirement planning.  Showing you the inner workings of what you already own is most important.

Cash-flow management

Having a plan for your money is substantially better than  hoping your future will work out.

Overview

Since 2006 many people have entered our office owning variable annuities.  In meeting with these folks we have educated them about what they own and what options they have.  Many times the meeting is about how to maximize what they have.  Sometimes we are able to help them escape the product they have.

We don’t know what your outcome will be until we talk.

Learn More

Worlds of innovation

With a background in technology and software development we find ourselves better suited to assist people with their financial puzzles.

Time is money

In a recent discussion the question asked was this, “when would you like to know you have an issue with your money?  Now or later when it might be too late?”

This is actually a rhetorical question.  Who would not want to know *now* if there is an issue.

Contact Us

Location is everything

Located in the heart of Silicon Valley, Campbell California is a quiet yet popular city.  Our neighbor, San Jose, actually fully encircles our city.

We have worked with clients in other states, we might be able to work with you too.  

Call Us toll-free 866-589-9366