Annuity Authority is a multi-generational financial planning firm dedicated to improving economic outcomes for our clients and committed to helping you find the smoothest path to retirement. For 39 years, we have helped countless people plan for what comes after a life of hard work. We specialize in distributing retirement assets (IRA/401k), income planning, and tax strategies.

Fiduciary explaining the growth of an annuity over time.

Our Goal?
To Empower You to Live Off Your Assets and Income

Our approach is informed by over three decades as financial advisors. We aim to:

  • Reduce longevity risk by creating a secure retirement plan that cannot be outlived.
  • Avoid costly mistakes on irrevocable options like Lump Sum v. Lifetime Income or Joint Life Payout v. Single Life Payout.
  • Minimize the effect of the remaining IRA balance from mandatory withdrawals (RMDs) starting at the age of 72.

We are uniquely equipped and qualified to handle every aspect of your retirement, from investments, income, and insurance to estate planning.

Are you ready to be one of the thousands of families we’ve helped achieve a stress-free retirement?

Contact us Today