As a result, I subscribe to a conservative planning approach (defense wins championships) to portfolio, income, wealth and estate protection. If you're an average investor, retirement's once in a lifetime, why risk it?
Back in 1999, founded The Pinnacle Annuity Corporation in Scottsdale, AZ, to help educate retirees and potential annuity investors on how to successfully invest in annuities and how to shop the marketplace for the most competitive plans.
Pinnacle Annuity was purchased in 2013 and my family I relocated to beautiful Colorado!
I learned a ton serving seniors during my 18 years in AZ. 10 of the years were during the “Lost Decade” which helped me to absolutely fall in love with my specialty.
I am passionate and relentless about using my education, experience & strategies to protect retirements.
I now serve the Boomer and Retiree market, sharing all that we learned from those who experienced the “Lost Decade.”
Background and Experience
What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
Pinnacle Retirement Inc.
1039 Main Street | Suite L
Windsor, CO 80550
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