A recently retired mechanic was uncertain about how to access the money he had earned from his Profit Sharing corporation.

He needed to supplement his Social Security and felt like his retirement account had been "locked", having no idea how to access or utilize the funds.

We navigated him through the process of accessing the money, at which time he realized that if he just spent through it, it may only last him about 10 years or so.

We were able to identify the highest paying annuity products available in his state and let him choose which company he felt most comfortable with.

Now he never has to worry about running out of money because he can count on receiving that deposit on the same day of every month for the rest of his life, no matter how long he lives.

By guiding him through the entire process, our team was able to ensure a smooth, tax-penalty-free transition for his funds.

His relief and happiness stem from the confidence that he will never outlive his money, allowing him to spend with confidence, far from the stress he felt before he found us.