Your retirement income
should last as long as you do.

Our Mission is to empower you to use your wealth
to design the life you’ve always wanted to live

Our Story

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

About Our Firm

We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients.

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We Specialize In These Financial Services:

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852

Securities offered in the states of CA, TX, NY, NJ, PA, AZ, NV, MA, CO, AR, GA, IN, MS, MT, OR, TN, WA, WI, LA, FL, DE, NC, SC, MN