is the day to start planning for the goals that matter most


is up to you,
and we can help you get there

There are thousands of financial planners, retirement planners and insurance agents in the United States.

We are part of a select group who can call themselves truly independent.

We don't promote products from any particular insurance company, but have access to dozens of different carriers.   After a thorough analysis with you of your current and future financial needs, we provide strategic suggestions where your needs and desires are the primary factors that influence our recommendations.  We are not a general practitioner but the Retirement Income specialist.  You likely need several.  One for your general insurance needs and specialists for specific concerns and planning for the future.  Just as in medicine, you go to different physicians for different problems, in insurance you may need more than one specialist to find the best solutions for each problem: Retirement Income Planning, liability insurance, property and casualty insurance, auto insurance, umbrella insurance, business insurance, estate and tax planning, medicare and health insurance, long term care insurance, pet insurance and many other needs.

We specialize in Retirement Income Planning, utilizing annuities and life insurance, to develop protected growth strategies that eliminate market risk for your savings and provide tax efficient lifetime income, no matter how long you live, while preserving and maximizing remaining assets for your beneficiaries.

Today's Financial Concerns

Learn how we can help You achieve protected growth and lifetime income.

What We Can Do For You


Comprehensive and objective advice for all your life insurance needs

How to Get Started?

To be an effective partner, we need to get to know you and your goals!

Meetings are virtual through zoom or phone.

We can share our screen with you but at no time do we have access to your computer.

Your computer remains completely private and under your control.

get in touch

The best way to get started is to simply click on the link for an Initial Meeting and schedule a 30 minute phone visit with me.

initial meeting

The initial phone call helps us to get know each other. I'll tell you about myself and answer any questions you may have. Then I will get some basic information from you about you and your concerns and goals and current status to ascertain whether our services can be of benefit for you. Simply schedule a 30 minute phone call on my calendar to get started.

if you decide to proceed…

We set up a second meeting, which is the start of the detailed planning process… We will review your current situation, explore your goals and priorities and begin to create a personalized plan to help you achieve those goals with your priorities. That plan will detail options to best achieve your goals. We will set up this meeting at the conclusion of the first meeting. To get started, schedule your initial meeting with me so that we can get to know and understand each other.

Tailored Advice for Complex Lives

Annuity Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Kathy CSelf Funded Retiree

First Class Financial Advice

Annuity Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Peter WilsonIT Professional & Business Owner

Enjoy the Fruits of Working Life

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Dr. Kevin AdamsSelf Funded Retiree