Plan Today,
Enjoy a
Stress-Free Tomorrow
Our commitment is to offer you a clear and transparent roadmap for your retirement finances, guided by genuine annuity solutions.
Financial Protection
Our plans are meticulously crafted to provide you with reliable fixed annuities, fixed index annuities, and life insurance to protect your assets against the risks of market volatility. Our experienced professionals will help you make an informed decision about the best financial products for your retirement needs.
Your Best Interest
We take a personal interest in your retirement planning when you work with us because we want to ensure that you are well looked after. We will work with you to determine the best steps for optimizing your savings, and provide personalized advice and support along your journey.
Personal Support
Our goal is to ensure that you have the best experience possible when working with our firm. We recognize the significance of your retirement finances and are committed to ensuring that every interaction you have with us exceeds your expectations
Safeguard your wealth with a customized plan
Fixed Annuities
A guaranteed rate of return, providing stability and security for your retirement years.
Fixed Index Annuities
All the benefits of a Fixed Annuity, plus an additional opportunity for potential interest earnings, where you can benefit from the upside without any downside risk. Additionally, it safeguards your principal against the fluctuations and uncertainties of the market.
Life Insurance
The best method to transfer wealth, hands down. A tax-free safety net, providing financial security for your loved ones in the event of your untimely passing, ensuring that they can maintain their standard of living.
Confused by all the information out there?
There are more bad annuities out there than good ones. Finding the right annuity secures your retirement and the future of those you love the most.
People of The Villages Speak Volumes About
Our Commitment to Excellence
Amazing service! Skip West takes his time with you. He gets to know you personally and what all your needs are. He is very knowledgeable. You can tell that Skip loves helping others and is 100% invested in doing the correct thing for his clients. I was tired of watching our life saving continue to dwindle in this current market and our previous advisor wasn't doing anything proactive to fix this. I feel much better now after getting Skip involved. He doesn't just try to get all your finances into his portfolio like a lot of financial advisors do. We have one investment that he felt was great and told us not to touch it! Most other advisers want 100% even if it isn't in the client's best interest. Highly Recommend Skip and his firm.
Bob Etingoff
We just saw Skips office while at another business next door and stopped in to talk about investing money from the sale of our house. We were so impressed with him and his great personality and felt immediately comfortable with him. He and his office staff are never to busy to talk to you or answer any questions you have. We have been recommending him to everyone we talk to and hope that they are as happy with him as we have been.
Felicia Cataldo
Great service from Skip and all of his staff. Takes the time to assess your financial needs and makes sure that you have a clear understanding of all products. Would highly recommend his firm!
Greg Doin