You're a step away

Share with us a few pieces of information and we will quickly let you know our recommended monthly spending level!

We will not share any of your data and will not solicit you with any promotional items.

Monthly income that you are currently receiving from places like Social Security, Defined Benefit Plans, and Work.

Are you interested in using a small portion of your retirement funds to purchase life time income?

A SPIA, or Single Premium Immediate Annuity, is purchased from an insurance company as a source of guaranteed income to augment other retirement income. How the annuity is taxed is based on how the SPIA is funded. Generally SPIAs, outperform CD’s and Treasury Bonds.

Once purchased, a SPIA has no liquid cash value.


health status

Risk/Return of your Investments