Let The Annuity Guys Help You Make Better IMEC and Annuity Decisions,
Eric (left) is a Series 65 Fiduciary Financial Planner, Dick (right) is semi-retired and no longer a registered Series 65 Fiduciary.
John in PA
“Dick, Thank you again for your recommended advisor. I am indebted to you for all your support … ”
Jack in CA
Learn More About OutCome Based™
No Cost Initial Fiduciary Retirement Review
Learn what’s best for your retirement with an *Annuity Guys initial 45 minute retirement review, you will work with an experienced *Fiduciary Financial Planner, who is properly licensed to assist you with retirement planning, securities, and access to a vast number of high rated annuities – helping you balance your retirement portfolio and choose the best IMECs or annuities for you (if needed), using our trademarked: OutCome Based™ Retirement Planning Approach.
Based on surveys answered by our site visitors, we eliminated scores of local advisors and now only recommend a select few who are experienced Fiduciary Financial Planners serving as *Annuity Guys’ Vetted Advisors. “Our reputation & future business are driven only by our website visitors becoming satisfied clients”!
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Here’s how a few “NON-Annuity Guys Advisors” tackle the issue of Fiduciary Advisors Vs. Suitability Advisors…
Using OutCome Based Planning™ for Your Retirement
“The Annuity Guys will never call you unless you request our assistance”. When you are ready for specialized help we will be available to assist you..
We practice and recommend a “Holistic – OutCome Based Planning™ process when considering annuities.” This approach has the effect of balancing your overall portfolio with annuities so you can meet your retirement objectives by “first identifying the least amount of your investments or savings that should be considered for annuities.” OutCome Based Planning™ analyzes and models multiple outcomes so you can clearly identify your best income and growth opportunities.
“Working with an Experienced Fiduciary Financial Planner can help you Avoid a Trial & Error or Risk Based Retirement”
This type of approach does take considerably more time, effort and analysis which will show you mathematically the successful possibilities by comparing various outcomes rather than trying to sell or convince you of that “so-called one best solution.” Clients frequently tell us that this process removes some of the confusion and emotion to help them objectively identify a better retirement plan; rather than just ending up with the most convincing salesperson or advisor.
When requesting help you can be assured of working with an experienced Annuity Guys’ Retirement Planner who is an independent, licensed insurance agent and (also a securities licensed fiduciary financial planner) who has access to many different companies and annuities in helping you choose the best annuities using a holistic-outcome based planning approach. We consider the high quality advisor recommendations we make to our website visitors as a direct reflection back on us.
Based on survey feedback on advisors from our website visitors, we eliminated about two-hundred local advisors and now only recommend a few that we consider experienced vetted Annuity Guys’ Fiduciary Advisors. Many local advisors continue requesting us to recommend them as an Annuity Guy’s vetted advisor. However, our reputation and future business is driven only by satisfied website visitors. So, unfortunately we’ve had to tell the vast majority of local advisors no, since we changed our business model four years ago. At that time we stopped trying to satisfy everyone with local advisors, we now primarily work with individuals who are comfortable using today’s internet technology to their fullest advantage by working with a select group of vetted, experienced and knowledgeable Annuity Guys’ Fiduciary Planners.
*Retirement Planning and annuity purchase assistance may be provided by Eric Judy or by referral to a recommended, experienced, Fiduciary Investment Advisor in helping Annuity Guys website visitors. Dick Van Dyke retired from his Investment Advisory Practice in 2012 to focus on this Annuity Guys Website. He still maintains his insurance license and assists his current clients. Annuity Guys’ recommended Fiduciary Financial Planners are required to be properly licensed in assisting clients with their annuity and retirement planning needs. (Due diligence as a client is still always necessary when working with any advisor to check their current standing.)