
New Annuity Acquisition & Income Optimization
Buying a new annuity can feel overwhelming—but it doesn’t have to. We help you identify annuities that align with your needs, offering personalized income projections and payout strategies.
Retirement Income Planning
Maximize what your annuity can deliver. From immediate income solutions to deferred options and income layering, we optimize your income streams for today and tomorrow.
Integrated Growth & Income Strategies
Your annuity is the foundation—your broader plan is the structure. We design strategies that blend annuity income with growth investments, striking a balance between stability and long-term gains.
Independent & Objective: We’re not tied to any one provider. We comb the market for annuities built around your income goals—not sales quotas.
Income‑First Philosophy: Your peace of mind grows when your annuity stream matches your lifestyle needs. We tailor for durability and predictability.
Live‑It‑With‑Confidence: Make informed decisions with full transparency—from payout schedules to features and fees. Knowledge breeds confidence.


Schedule Your Free Consultation
Start with a pressure‑free conversation. We’ll learn about your goals and timeline for income.

Tailored New Annuity Options
We deliver 3 custom‑made recommendations focused on income, liquidity, and growth—each tailored to your retirement needs (and yes, we’ll include an alternative if annuities aren’t the best fit).

Set Up an Income‑First Retirement Plan
Turn your strategy into results with personalized guidance you can trust. At Annuity Checkup, we help transform your retirement plan into a reliable foundation for long-term peace, stability, and financial confidence — so you can move forward with clarity and control.
Deliver 3 personalized written recommendations — always one non-annuity
Help you identify gaps, missed opportunities, or better solutions
Provide clear, honest guidance you can understand and trust
Empower you with a roadmap that leads to peace, freedom, and stability
Deliver 3 personalized written recommendations — always one non-annuity
Help you identify gaps, missed opportunities, or better solutions
Provide clear, honest guidance you can understand and trust
Empower you with a roadmap that leads to peace, freedom, and stability

10120 S Eastern Avenue, Suite 200 | Henderson, Nevada 89052