Toll Free: 1-888-619-0001

Our offices are located across the country to assist you and your needs.

TEXAS - San Antonio, Corpus Christi, Laredo, Midland, Odessa, Lubbock, Armarillo, and Austin

MINNESOTA -  Minneapolis, Minnetonka, Bloomington

FLORIDA - Jacksonville, Orlando, Melbourne, Daytona Beach, Tampa, St. Petersburg

NEVADA - Henderson, Las Vegas

NORTH CAROLINA - Winston-Salem

COLORADO - Denver, Monument, and Colorado Springs

OKLAHOMA - Oklahoma City

Fax: 210-340-4654

Corporate Office:

9706 Plymouth Rd., Suite 200

San Antonio, TX 78216


"I'm confident that our advice can mean the difference between a stressful, fear-filled retirement, and a worry-free, enjoyable retirement."

-Dave Shields President/CEO

If you are considering retirement or are already retired, the last thing you should do is gamble with your nest egg. Our Wealth Planners can show you how to protect your principal from the uncertainty of the market and guarantee an income stream in retirement. We offer exclusive services, information, and free resources to help keep your money safe. Feel free to browse our website, access our free reports, and contact one of our Wealth Planners today.


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