retirement plan


SINCE 1998

Meet Bill Coutts

Since 1998, we have helped individuals, ​families, and businesses grow and protect ​their wealth, working with them from the ​accumulation stage through their ​distribution stage in retirement.

We focus on safe money, insurance backed ​solutions.

Your legacy matters, and we can help you ​protect it.

As seen in

“We have worked with clients all over the ​country, and our process is simple.”

Bill Coutts - CEO/Managing Member

Our Services


Guaranteed Income ​Planning

Lifetime income Strategies that you can never ​outlive.


Safe Accumulation ​Strateg​ies

Protected growth strategies that take the risk ​out of your portfolio.


Life Insurance Planning ​St​rategies

From simple term insurance to cash value life ​Insurance with income, we have yo​u covered.


Social Security ​Maximizat​ion Strategies

How do you know you are not leaving money ​on the table? We can help!


Tax Reduction ​Strategies

We can help with estate planning, IRA/Roth ​conversion, and other tax reduction strategies.


Business Succession ​Plann​ing

We can help craft a business succession plan ​that clearly articulates who will get your ​business.

finance technology (fintech) and world economy

Our Back Office Team

Ga​rrett Cundiff

VP Advanced Annuity ​Sales

Er​ica Schneider

VP Advanced Life ​Insurance Sales

Je​nnifer Park

Manager of Operations

Ka​t Wong

Manager of Marketing and ​Communications

“We add certainty to your financial ​portfolio by using safe money, ​insurance backed solutions.”

Bill Coutts - CEO/Managing Member

Let's work together.

Office Number

(623) 303-4500


(623) 244-9022

Email Address

Schedule a Meeting

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