Looking to protect your hard-earned retirement savings? Want to learn more about ways to provide a potential income in retirement? Our products and simple approach help retirees to secure their retirement future.
With so many insurance and retirement professionals out there, it can be difficult to know who to trust. Our team offers a simple, clear strategy to protect your money for the long-term and provide you with potential strategies for income in retirement.
If your goals involve protecting your retirement savings and establishing an income you can count on, let’s connect.
We are dedicated to giving you options that help protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future. Our experience in this area and our passion for long-term protection and planning shine through in all we do.
founder and lead advisor
Pete Dotson is a licensed Insurance Agent and Series 65 Agent, with over 15 years of experience in the insurance agency and over 40 years of insurance total in the financial services industry.
Why Clients Work With Our Firm
Our Core Principles
First, clients tell us they appreciate that we take the time to educate them on their options. Throughout the year, we offer multiple educational sessions for you to learn more. These events are at no cost to you and often include a complimentary dinner as well. NO products will be sold at the event and there is no obligation to make a follow up appointment. In addition, we don’t try to be “all things to all people.” Instead, we provide a clear path to safety, simplicity, and a reasonable rate of return** in retirement. We believe in helping our clients to first have a solid retirement foundation.
Please Join Us
“Understanding Different Retirement Strategies”
A Complimentary Gourmet Dinner and informational seminar and insurance presentation
One way we help retirees prepare for retirement is to offer complimentary educational seminars. At these events, you can enjoy a gourmet meal while you learn important options for your retirement. In addition, we offer online events to enjoy from the comfort of your home.
NO products will be sold at the event and there is no obligation to make a follow up appointment.
Join Us To Learn More
Learn more at one of our upcoming “Understanding Different Retirement Strategies” dinner seminars or online webinar events. Contact us to reserve your live or virtual seat today.
Our 3 Core Principles
- Safety First
- Reasonable Rate of Return**
- Keep it Simple
Is it possible to protect your retirement savings from market loss? Can you really get a reasonable rate of return** and safety of principal? Attend one of our educational seminars to find out. NO products will be sold at the event and there is no obligation to make a follow-up appointment.
The financial markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. Limited availability of traditional retirement income sources, such as defined benefit pension plans, alongside increased costs of living, whether in the area of health care or simply because Americans are living longer, has placed a greater responsibility on Americans to save for their future.
We offer financial vehicles that are effective in providing potential for accumulation, growth and safety of principal in challenging times, and that can help you feel confident about your retirement savings strategies.
Come Join Us
Attend an upcoming
seminar or webinar
You can schedule a one-on-one, no-obligation meeting, or attend an educational dinner seminar. Or simply call us to learn more. We’re here to help find the right retirement strategy for you.