Are You Ready For A No B.S. Annuity Strategy That That Protects Your Assets And Increases Your Net Worth In Retirement?
Schedule a free one-on-one call with me today, and I’ll show you how to:
- Protect the assets you have and identify the vehicles that expose you to risk…
- Secure the income you need without getting robbed by fees…
- Guarantee you won’t outlive your assets while living the way you choose…
- Remove the stress of uncertainty so you can relax and enjoy life…
- Obtain a perfectly balanced portfolio for long-lasting success…
Bryan Anderson is a trusted financial planner that we’ve been able to rely on
My wife and I were originally concerned about being over taxed with forced withdrawals in retirement. Bryan gave us a sensible strategy that has minimized fees and given us more flexibility with our money. Bryan has been a trusted financial planner that we’ve been able to rely on consistently over the years.
Bryan Anderson here…
If you’re on this page, I’m assuming you want to see how my approach to annuities will personally help you enjoy the retirement you’ve been saving for.
The good news is, you’re in the right place. However, there are a couple of things I’d like you to know BEFORE you schedule a call:
1. Your calls with me are confidential and 100% free of charge. There’s no fee for me to show you how my strategy will apply to your situation.
2. There’s no pressure to do business with me.
The single most important purpose of our call is for me to understand your situation so that I can determine the most appropriate approach to your retirement.
What “Safety First” Retirement Planning Looks Like
I started my journey as financial planner in 2002, and in 2009, I started Annuity Straight Talk so I could give my clients more freedom and control over their retirement.
Of course everyone has their own story and situation, but clients I work with have very strong similarities.
For instance, all of my clients are either currently in retirement, or within 5-10 years of retiring. They’re also focused on protecting their assets and just want to retire comfortably without taking any more risks.
They’re not looking for me to magically find financial products with unbelievable returns.
Simply put, the clients I serve have worked hard, saved well, and want to live the rest of their lives without worrying about their money.
How I Approach Annuities In Retirement
Most financial advisors are held captive by the companies they work for in one way or another.
The main problem is that agents are unable to come up with original plans because they’re forced to use what their marketing departments give them. That approach turns you into a statistic.
I think you should decide what you want and let your needs dictate the terms of the financial products you choose in retirement. So, rather than tell you what “73% of retirees are concerned with”… I work to understand and solve YOUR number one concern. And to do that consistently, I’ve created a process called The FLEX Strategy.
I named it the FLEX Strategy, because I strip out all the expensive and restrictive components to give you absolute flexibility and control over your plan.
“A safe alternative to my retirement savings plan…”
I had searched long and hard for a safe alternative to my retirement savings plan. Bryan’s information and advice on annuities helped me understand how to use them to my advantage and protect my money.
What To Expect On The First Call
During our first call, my goal is to know your story inside and out. This is the most important step, because it helps identify the strengths, challenges, and opportunities you have in achieving your financial goals. Upon completion of this process, you will receive a custom financial plan and an investment strategy that is unique to you.
Your plan will be built to solve the 5 most important aspects of retirement:
- Safety - Protecting the assets you have, and identifying the financial products that leave you exposed.
- Retirement Income - Securing the income you need, without paying for more than is necessary.
- Inflation - Identifying strategies that puts you in position to eliminate the negative effects of inflation.
- Market Volatility - Removing the stress of uncertainty.
- Asset allocation - Defining your strategy to a perfectly balanced portfolio
“Bryan’s strategy is sound and simple to understand…”
My biggest concern was market risk causing a major loss in my portfolio value. Bryan showed me how to do 2 very important things: #1 how to protect my portfolio from market volatility and #2 how to avoid annuities with hidden fees. His information is sound and simple to understand.
What I Do For Clients
Most importantly, I feel that clients and their advisors should get along and work as a team. Good financial planning and investment management doesn’t work overnight. It takes time, patience, and trust. I’ve done the best I can at structuring my work and services in a manner that gives clients personal attention and financial management support. Thanks to the Internet, I’m able to work with investors all over the United States.
If you’ve never thought about working with an advisor virtually, I think you’d be pleasantly surprised at how easy, efficient, and enjoyable it can be. Plus, if you ever find yourself in Northwest Montana, we can always get together for some fishing or a trip into Glacier National Park, which is right out my back door.
Could We Work Together?
After reading above, if you’d like to have a conversation about working together, I’d be happy to invest 30 minutes of my time in getting to know you and your retirement goals better. The initial appointment will be over the phone.
To set up an initial meeting, have your questions answered, and to see if we could be a good fit, just use the “Schedule A Call” button below.
Frequently Asked Questions
Do you only offer your services online?
You will never need to send me money. All your transactions will take place with national insurance companies. My role is to identify which insurance products will best support your financial goals, prepare your applications, keep you up to date with any changes that could affect your portfolio.
Will I be giving you my money?
You will never need to send me money. All your transactions will take place with national insurance companies. My role is to identify which insurance products will best support your financial goals, prepare your applications, keep you up to date with any changes that could affect your portfolio.
How much time will this take me?
Most of the time will be spent in The Discovery Call and Creating The Plan steps. Trust me when I say you’ll appreciate the attention to detail I give during those steps. I want to make sure I completely understand your financial goals and I also want to make sure you completely understand the plan I come up with for you.
What if I already have a financial advisor?
That’s great, and you’ve got a head start on many people who haven’t taken the initiative of hiring a financial advisor. If you’re confident in your advisor’s plan, then you should work with them and I wish you the best. But if you want a second opinion, then I encourage you to try this process out. I’ve had many clients who started with other advisors, but soon found that my approach to retirement planning was much better suited to their goals.