At our core, we believe that investing for retirement should not be the same as investing in retirement. Having a diversified retirement strategy begins by considering whether you will have enough guaranteed income to last your entire life. Once this crucial element of your plan has been dealt with, deciding upon appropriate levels of portfolio risk and choosing how to responsibly invest the balance of your assets should become much easier.
By taking years of advisor DNA and fusing it with intelligent technologies, we’ve removed the guesswork from the equation. Our ANNUITY LOGIC™ application can help you easily integrate annuity contracts into your retirement philosophy, while our HYBRID INVESTMENT™ model re-defines the nature of your overall investment plan. Join us in our quest to find the safest ways to take you to and through your retirement.
Jeffrey J. Hovermale, CEO