Protect your Wealth.
Without the what-ifs.
Financial solutions for every phase of your life.
Which one sounds like you?
Our wealth protection strategies ensure your assets are protected from unforeseen events. Find peace of mind knowing your financial future is in safe hands.
"My 401(k) is just sitting there. I don’t know what to do with it."
"I want income that lasts—but I don’t want to gamble it."
"I need a personal pension—not a prayer."
"I want to pass something on without handing over a tax headache."
You’re not alone—and you’re not stuck. Let’s break it down.
What We Offer (And Why It’s Different)
We don’t do risky. And no fees... EVER.
We only offer indexed products that are designed to grow with the market—without exposing your money to loss.
Here’s what that looks like:
401(k) Rollovers
No cost. No loss.
Just clean, clear rollover support that turns that old plan into a real strategy.
Indexed Annuities
Your money grows with the market upside—but never drops when the market crashes.
No market risk.
Personal Pensions
A guaranteed income stream you can’t outlive.
Because your retirement shouldn’t feel like a game of chance.
Generational Wealth Planning
Tax-free strategies to pass on what matters—without passing on a problem.
College Savings Supplement Plans
Help your kids or grandkids start strong—with smart money now, and later.
Financial Planning for Retirement
Big picture planning. Custom-fit strategies. And real clarity on what’s next.
Why Indexed Matters
When you win, your account wins.
When the market tanks, your account doesn’t.
That’s the power of indexed annuities.
Market goes up? You grow.
Market goes down? You stay steady.
You never lose principal. Ever.
Everything else in your life goes up—your money has to, too.
Insurance on Your Income
"We protect and grow your money—it’s like insurance on your income." - Sherri Banta
So you can sleep at night knowing your retirement isn’t riding a rollercoaster.
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Client Story: “Not a Money Gal… But Now I’ve Got a Plan”
"Admittedly, I’m not a ‘money’ gal. Spending it? Not a problem—lol!
But making it work for me and locking in future income for retirement?
That’s where Sherri came in—and I’m so glad she’s got my back.
Thanks to her guidance, I recently cashed out of a fun little ride and avoided paying interest. If you’re looking for someone to demystify the art of securing your financial future, Sherri will take care of you… and you just might even enjoy the process 😄"
– Patrice
Still Have Questions?
Yep. We only work with indexed products—your money goes up with the market, but never down with it. And we only work with A, A+, and A++ rated carriers.
Great. Planning early gives you more leverage.
Nope. No consultation fees... EVER.
We don't sell products, we create financial plans for every step of the way. Whether you're getting started, in your highest-income years, or starting your retirement.
Not if it’s done right—and that’s exactly what we do. We help you move your money safely, without unnecessary taxes or penalties.
Nope. Just too good to be ignored.
There's No Time Like The Present
No pressure, and no sales pitches.
Just a real conversation about how to protect what you’ve earned—and grow what’s next.
