Secure Safe Retirement
We offer custom Retirement Income Solutions and Wealth Accumulation Strategies to meet the distinct needs of our clients. Our clientele consists of savvy investors, typically aged between 30 and 65, seeking to establish an improved financial strategy and plan today for a secure and safe tomorrow.
Our approach begins with educating clients about the key factors that can negatively impact their financial future: Taxes, Inflation, and Market Losses. We then present solutions that pave a clear and certain path toward achieving the retirement they desire and deserve.
Main Street over Wall Street
Established on the belief that the primary challenge to effective retirement planning is a lack of education, we recognize that many financial service firms offer solutions driven by self-interest and their own incentives, rather than prioritizing what’s best for the client.
Our commitment as fiduciaries is to prioritize the needs of our clients, delivering Tailored Retirement Income Solutions that aid them in achieving their goals and securing a more prosperous retirement. Consider us akin to financial doctors who diagnose your individual needs and available resources, prescribing solutions through our proven education-based system to help you reach your goals.
Innovation
The team at Secure Safe Retirement* adheres to the principle of “Lead as pioneers, excel as frontrunners, or redefine the landscape,” exclusively crafting solutions that yield superior results for clients. Our portfolio boasts a greater number of financial patents and pending patents than the entire industry combined, and we were honored with the title of “Annuity Innovator of the Year” for the years 2017, 2018, and 2019.
*Secure Safe Retirement with Annexus’ products and services to provide these industry leading products.
Stratigic Alliances
Secure Safe Retirement* has established strategic partnerships with distinguished scholars, influential thought leaders, leading asset management firms, and globally renowned investment banks, including Goldman Sachs, J.P. Morgan, UBS, Zebra Capital Management, Barclays, Morgan Stanley Investment Management, Merrill Lynch, PIMCO, WisdomTree, Loomis, CIBC, S&P, and the NYSE. Furthermore, they have collaborated with insurance providers such as Nationwide, AIG, F&G, North American, Athene, and Securian.
*KJN Advisors partners with Annexus’ products and services to provide these industry leading products.
Elite Distributions
Secure Safe Retirement partners with reputable companies and renowned financial experts in the industry to bring forward their innovative solutions to the retirement market. Access to these specialized financial designs is restricted to a exclusive group of top advisors across the nation.
*KJN Advisors partners with Annexus’ products and services to provide these industry leading products.
Lets Start a Conversation!
Every partnership starts with a dialogue. Whether you are currently enjoying retirement, starting your retirement adventure, or an individual working to protect the retirement you’ve worked hard for, we look forward to providing our assistance.