Have you been pitched an annuity and you’re just not quite sure if it’s the right fit?
The annuity sounds good but you’re worried that the advisor offering it is more interested in making the sale vs. putting you in an investment that makes sense for your situation.
Annuities can be very complex and extremely overwhelming.
We’re here to make sure you’re investing your money into something that’s best for you.
But first, a little about us.
This site was created by Jeff Rose, a Certified Financial Planner professional and Iraqi combat veteran.
Jeff started his career with A.G. Edwards and Sons but after they were bought out by a big bank he knew that their had to be a better way to service his clients that had no influence from greedy Wall Street.
That led to him eventually founding his own wealth management firm, Alliance Wealth Management, LLC.
Jeff has been featured extensively on places like Fox Business, Forbes, Kiplinger’s, MarketWatch and U.S. News and World Report.
He’s been a financial advisor for over 12 years now and has come to this conclusion:
Certain financial products can make sense for any person in the right situation.
So yes, he even believes that annuities can make sense in the right situation.
Unfortunately, he’s witnessed time and time again where annuities were mis-sold to clients and they didn’t realize it before it was too late.
Wanting to make a difference and give consumers the information they needed to make an educated decision before they buy an annuity, he created this site as a resource.
Want to Know if An Annuity is Right For You?
Just complete the contact form below and someone will get back to you in 24 hours. This is not a sales call. This is not an attempt to bait and switch.
We just want to make sure that you have been presented with all the facts so you can make the best decision for you and your family.
We look forward to hearing from you!