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You’ve Got the Guide — Now Let Me Walk You Through the Strategy.

The Best Way To Understand Strategic Approach To Annuities Is To Know Your Options. This Is Where I Break It All Down.

Start Here: "What Annuities Do You Have, Bryan?"

For years, every call started with this question. Like I had a product I was waiting to sell without knowing a thing about who I was speaking with. Unfortunately, that's how most advisors out there work. It's lazy and dangerous. To choose the best annuity, you HAVE to see all your options side-by-side. This video shows you how I do that.

What Fisher Gets Wrong About Annuities

Fisher Investments says annuities are a bad deal—but they don’t sell annuities, and they’re not retirement planners. They manage investments. Period. This video breaks down their claims, shows what they leave out, and explains why real retirement planning takes more than just riding the market and hoping for the best.

Get A Second Opinion On Any Annuity

I get calls every week from people who’ve bought or been pitched an annuity and have no idea what it’s supposed to do. That’s not your fault—it’s what happens when someone sells a product instead of solving a problem. In this video, I’ll walk you through the 3 questions I always ask to cut through the noise and figure out if it’s a smart move… or a mistake you’re about to regret.

Which Type of Annuity is Best for Retirement Income?

Most people looking for guaranteed income get handed whatever annuity pays the advisor the most. That’s not how I work. In this video, I break down SPIAs, DIAs, and GLWBs—what they actually do, when each one makes sense, and how I find the best deal without playing favorites.

The AST Flex Strategy: Control, Income, and a Bigger Balance

I built the Flex Strategy for people who don’t want to lock everything up or give up growth just to get income. It’s a planning-first approach that lets you test every option side-by-side—so you know exactly what you’re getting, and why it works for your retirement.

Get Detailed Insight Into Your Situation, or a Second Opinion on Something You've Been Presented.

Let’s See If This Strategy Makes Sense for You

If you’ve watched these videos, you already understand why most retirement plans fall short — and how a flexible strategy can give you more income, more control, and a lot more confidence in your plan.

Now the next step is personal.

If you want to see how this could work with your numbers, your timeline, and your goals — then let’s talk. I’ll walk you through it, step by step.

There’s no pressure and no obligation. If the strategy’s a fit, I’ll build you a plan. If it’s not, I’ll tell you that too.

Schedule A Strategy Call