No jargon, no confusion —
just clear, actionable advice tailored to you.
Your Personal Retirement Library
Welcome to your personal resource hub for financial insights and strategies! Whether you’re looking to deepen your knowledge, stay ahead of industry trends or find actionable tips to better pursue your dream retirement, our educational library is here to empower your success.
What could an independent opinion do for you?
We aim to serve you with dedication, transparency and personal care, but that's only the beginning of the value of a true, independent opinion. This eight-page instant download explains why independent financial advice is important, including:
Revitalize your retirement
Discover how a regular annuity review could help you stay on track for a confident retirement. In this helpful booklet, you’ll learn how life events, changing markets and new opportunities might affect your annuity — and why reviewing your plan can help you make the most of what you’ve earned.
Make the most of Social Security
Although Social Security isn't designed to cover all of your income needs, it's an important part of the retirement puzzle. In this 16-page guide, you'll learn:
Nearing 73?
Don’t let required minimum distributions (RMDs) disrupt your 73rd birthday plans! Help yourself be prepared by downloading this FAQ which helps answer:
You get an extra 2,000 hours a year in retirement.
How will you spend it? Download this guide to learn six ways you can spend your time to help cultivate happiness and a retirement well-lived. Learn:
