Navigate your financial journey with precision—receive tailored wealth strategies designed to protect your assets while accelerating your path to financial independence.
We provide personalized advice to help our clients reach their financial goals in the short and long term. We know that what matters most to our clients.
We offer Powerful Products with a personal touch.
Making Wealth and Protecting you and your Family a Reality...
Transparency, integrity, and trust aren't just buzzwords for us—they're the bedrock principles guiding every client relationship. When navigating retirement planning, we offer three powerful annuity solutions tailored to your unique needs:
Fixed Annuities - provide guaranteed rates and predictable growth
Indexed Annuities - capture market upside without downside risk
Income Annuities - create your personal pension with payments you can never outlive
We also provide comprehensive protection through additional insurance solutions:
Life Insurance - safeguards your loved ones' financial security and creates a meaningful legacy
Final Expense Insurance - covers funeral costs and end-of-life expenses, relieving your family of financial burden during difficult times
Long Term Care Insurance - protects your retirement savings from being depleted by extended healthcare needs and preserves your dignity and choice of care
I deliver objective guidance grounded in both time-tested wisdom and emerging market insights, ensuring your retirement strategy evolves alongside the changing financial landscape.
Safe and Reliable Retirement Choices and Protection are here...
How I Help People Solve Financial Challenges with Annuities:
Planning for retirement comes with unique financial challenges, and I understand these issues firsthand. It's not just about saving money — it's about protecting it, growing it wisely, and making sure it lasts for life.
I recommend annuities as a strategic solution to address the most pressing concerns people face when planning for retirement. But true financial security requires more than just guaranteed income.
That’s why I also incorporate life insurance solutions to protect your family, final expense coverage to ease financial burdens during difficult times, and long-term care planning to help safeguard your independence and lifestyle as you age.
Together, these tools create a complete, personalized strategy to ensure your retirement years are stable, protected, and worry-free.
Our Services
Imagine receiving a dependable income stream that continues flowing regardless of how many birthdays you celebrate.
That's the power of annuities—your financial foundation that transforms savings into predictable payments while shielding your retirement from market volatility and economic uncertainty.
Unwavering Security. Lifetime Reliability. Financial Peace of Mind.
Your Retirement Income, Guaranteed...
Guaranteed Income for Life...Safe and Secure
One of the biggest fears in retirement is outliving your savings.
With an annuity, you can set up a stream of income that lasts as long as you do—no matter how long you live. It’s like creating your own personal pension, ensuring peace of mind and financial stability in your golden years.
Protection from Market Loss...Never Loose When the Market drops.
Unlike stocks or mutual funds, annuities shield your money from market downturns. When the market drops, your savings stay intact.
Some annuities even allow you to participate in market gains without the risk of losing what you’ve already built. It’s financial security with growth potential!
Tax-Deferred Growth
Annuities let your money grow without immediate tax consequences, helping you accumulate more over time. You won’t pay taxes on your gains until you withdraw, meaning your money can compound faster.
This makes annuities a smart tool for retirement planning, allowing you to maximize your savings for the future.
Meet the Team of Annuity Professionals
Steve L. Burton
Guided by unwavering transparency, integrity, and trust, I help clients create comprehensive financial security through strategically selected solutions tailored to their unique needs.
My approach combines the power of Fixed, Indexed, and Income Annuities for guaranteed growth and lifetime income with essential protection through Life Insurance for legacy creation, Final Expense coverage for end-of-life costs, and Long Term Care Insurance to preserve both dignity and assets.
By delivering objective guidance that balances time-tested wisdom with emerging market insights, I ensure your complete financial strategy evolves effectively alongside life's changing landscape.
Retirement Fund Strategist
Jessica Fox
I am passionate about helping Americans retire wealthier. I enjoy sharing my knowledge, expertise, and wisdom to ensure you are better educated and further empowered to make informed, solid decisions regarding your retirement.
I will show you how to take your retirement to the "next level," multiplying your funds, guaranteeing your future, and mitigating taxes.
Whether you are a beginner or a savvy investor, I'm brimming with insights to share.
Million Dollar Roundtable Member
Certified Financial Fiduciary
Retirement Fund Strategist
About Us
Experience complete financial security with tax-smart retirement income, life insurance protection, and long-term care coverage that lasts.
I protect what matters while helping it grow—so you can live confidently.
Securing your financial future shouldn’t feel like solving a complex puzzle. I transform retirement and healthcare anxiety into lasting confidence with a comprehensive approach that protects what matters most. While Wall Street gamblers ride market waves, my strategic Fixed and Indexed Annuities create a protected harbor—delivering predictable returns and lifetime income security.
I also safeguard your family’s future with tailored Life Insurance solutions, ease financial burdens with Final Expense coverage, and preserve your dignity and assets through Long-Term Care Insurance. Unlike conventional strategies that leave you vulnerable to market swings and healthcare surprises, I build your personal financial fortress—where guaranteed growth meets complete protection.
I specialize in rescuing forgotten 401(k)s, redirecting them toward your dream retirement, and addressing healthcare needs through smart Medicare planning—so "running out" becomes something that only happens on your morning jogs, never your money or coverage.
Ready to experience financial planning that prioritizes peace of mind over paperwork?
Let’s design your complete financial future—where security and prosperity go hand in hand.
Our Mission
We are a trusted financial firm dedicated to helping people retire with confidence by securing guaranteed lifetime income through annuities. Our mission is to provide safe, tax-efficient solutions that protect savings, grow wealth, and eliminate market risk—so you can enjoy financial freedom for life.
Our Philosophy
We believe retirement should be stress-free, not a guessing game.
Our philosophy? Protect your money, grow it safely, and turn it into a lifetime paycheck—without worrying about market crashes or tax surprises.
Smart, simple, and built to last—just like your retirement should be!
Our Promise
Our promise? To keep your retirement safe, simple, and stress-free. No market risks, no hidden fees—just guaranteed income, smart growth, and a plan that actually works for life.
We’ve got your back, so you can enjoy the future you deserve!
Our Guarantee
Our guarantee? Your money is protected, your income is secure, and your retirement is worry-free.
No market crashes wiping out your savings—just safe, steady growth and a lifetime paycheck you can count on.
Frequently Asked Annuity Questions
Q:
What is an annuity, and how does it work?
An annuity is a financial product designed to provide a steady stream of income, typically for retirement. You contribute money either as a lump sum or through periodic payments, and in return, the annuity grows tax-deferred. Later, you can receive guaranteed payments for a specific period or for life, depending on the type of annuity you choose.
Q:
Are annuities safe investments?
Annuities, particularly fixed and indexed annuities, are considered safe because they are backed by insurance companies rather than the stock market. Unlike stocks or mutual funds, they protect your principal from market downturns. It’s important to choose a financially strong insurance company to ensure the security of your investment.
Q:
What are the main types of annuities?
There are three main types of annuities:
**Fixed Annuities: Provide a guaranteed interest rate and predictable income.
**Indexed Annuities: Offer growth potential linked to a market index, with downside protection.
**Variable Annuities: Invest in the market, meaning your returns and risks vary with performance.
Q:
Can I access my money if I need it?
Most annuities have a surrender period, during which withdrawals beyond a certain limit may incur fees. However, many annuities offer penalty-free withdrawals of up to 10% per year. Some also include liquidity options for emergencies like illness or long-term care needs. Always check the terms before purchasing.
Get in touch with us today...
Planning for total financial security? We're here to help!
We specialize in annuities for protected savings and lifetime income, life insurance for family protection, final expense coverage for peace of mind, and long-term care solutions for dignity as you age. Whether you have questions about 401(k) rollovers, guaranteed income, or comprehensive protection planning, our experts are ready to guide you.
Contact us today for a free consultation and take the first step toward complete financial confidence.
407-792-1007
Castleberry, Florida
Monday - Friday, 8:00 am - 5:00 pm OR by appointment
Markets go up and down, but your financial future shouldn't.
Lock in complete security with our Safe Stable Annuities, Life Insurance protection, Final Expense coverage, and Long-Term Care solutions—steady growth, lifetime income, family protection, zero worries.
I look forward to speaking with you...
Contact Us
407-792-1007
Castleberry, Florida 32707
Monday - Friday 9am-6pm OR by appt.
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