Let's plan your brighter future!
Secure your Retirement with the Power of Fixed Indexed Annuities
Let's plan your brighter future!
Safe Secure Guarantees for your Money
Learn how Fixed Indexed Annuities can provide safe secure income, grow your money, and protect your account principal. Annuities allow you to spend more money in retirement and be confident in your planning that you will not run out of money during your lifetime.
Let us provide you with real life scenarios with our powerful income planning software designed to help you maximize your lifetime income.
Do you want Guaranteed Income payments Now or in a few years?
How does a guaranteed income rider protect my income?
Do you find Annuities complicated or confusing?
Let us make the complex easy and understandable for you
First, we will seek to understand what you want to accomplish from including an annuity in your financial process. Our library of resources below will help you with key understanding of annuities and help you to recognize your opportunities.
Second, once we understand your goals regarding Growth or Income or both, we will provide a detailed analysis of both the annuity benefits and how it improves your financial position, generates more guaranteed income, and reduces your risk.
Third, we will provide a printed summary of the top tier Annuities in the market for your goal and compare the best ones to achieve your desired results.
Fourth, a detailed analysis of the increased guaranteed income generated from the annuity inclusion, and the resulting portfolio conservation that may be achieved for you. Confirmation is provided that the right annuity when selected will add more income, lower your risk exposure, and help preserve your assets.
Ongoing consultation and discussions are provided to you for clarification and confirmation of your plan. We are easy to contact and available for your ongoing needs and servicing.
Let's Get Started-Contact Me Today to begin our conversation!
Meet Randy
Annuity Specialist
Randy is a Native Houstonian and fifth generation Texan.
He has been active in the Financial Services industry for over four decades and has served hundreds of clients and even second generation clients.
His unique process empowers clients to see their situation from a "holistic view" and to develop a deeper understanding of their available solutions. Randy is committed to helping his clients solve the puzzle of how to design sustainable safe retirement income that will last a lifetime. His philosophy is centered in assisting his clients to protect their retirement assets, and not expose them to unnecessary risk or loss of principal.
Randy is a member of the National Association of Insurance and Financial Advisors and a Past President of the Bellaire Southwest Rotary Club. He is also a graduate of the Chamber of Commerce leadership 20/20 program.
Randy has been happily married to his wife for forty years, and has two adult daughters and three grandchildren.
.
Do you know the real value of owning an annuity?
Many people want to know the real story. So much conflicting information and confusion is present in the marketplace. In a few minutes I can provide the real story and help you secure your retirement. Let's schedule a brief phone call without any obligation.