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Get protection from market drops without buying life insurance or annuities.

And still participate in market growth.

You've worked hard to build a nest egg for retirement. But you can't afford a massive market drop.

Most retirees think the only way to avoid this is to buy insurance or annuities as a form of protection.

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But these solutions often lock you into long-term contracts, force you to give up market growth, and can result in large tax bills. 

It's time that changed.

I'm Doug Oosterhart, CFP®, and I'm a financial advisor serving retirees across the country.

There are several ways to protect your nest egg from market downturns that I think are better than annuities. And it's really easy to see what they could do for you.

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Here are the benefits of our strategies.

You still get protection from market drops.

These solutions act like life insurance or annuities to protect you against market downturns.

You can access your money whenever you want.

You have complete flexibility to do what you want with your money at anytime.

You stay away from potentially large tax bills.

Most retirees don't realize that life insurance or annuities can carry with them large tax implications that could make you pay more than you have to. Our strategies can avoid these.

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It's easy

to learn more.

Schedule an introductory call and we'll show you what these strategies could do for you.

Get protection from drops, participate in market growth, and live the retirement you want.

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