Retirement Income Solutions
Reinvent Your Tomorrow
Safety-first planning to preserve lifestyle and confidence.
Retirement Income Solutions
Clarity. Protection. Income you can count on.
You’ve worked decades to build what you have. Now it needs to last. We help you turn savings into dependable income, protect what you can’t afford to lose, and keep everything aligned with your goals — not the market’s mood.
Understand
We learn what matters most to you — lifestyle, income needs, risk comfort, legacy goals — and map out every account, policy, and source of future income. No guessing. No jargon.
Design
We build a retirement income strategy around you — reliable paychecks, growth potential, and protection from unnecessary loss. You’ll see exactly why each move is recommended.
Put It To Work
We implement with you — not at you. Accounts are aligned, income streams are set, and we review together as life changes so your plan always stays relevant.
What Can
You Expect?
We have designed a tailored financial planning solution that caters to your current situation.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Begin by understanding your current position.
Understanding your financial profile can guide your next steps in building wealth.
To kick off your project effectively, it’s crucial to first evaluate your existing plan. Take a close look at the strengths that are currently driving its success and identify areas where there is potential for enhancement. This assessment will not only provide clarity on your starting point but also lay the groundwork for strategically leveraging your strengths and addressing weaknesses. By doing so, you will create a more cohesive and impactful strategy moving forward.
Allen Gage — President & Founder
Retirement Income Solutions
Retirement planning and asset protection for people who want income they can count on — not guesses.
Color of Money Risk Analysis
Assess your financial picture and discover a personalized roadmap to your retirement goals
Understand Your Financial Risk Profile
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score.
This short, interactive analysis is one of the first steps on the road to retirement.
Comprehensive
Full financial assessment
Personalized
Custom risk profile
Clear Roadmap
Path to retirement goals
Easy to Understand
Color-coded results
Tailored Strategies for Your Retirement Goals
Comprehensive Retirement Planning Services
We offer a range of services designed to protect and grow your retirement assets, ensuring peace of mind for you and your loved ones.
Grow Safely, Weather Downturns
We specialize in strategies that protect your hard-earned retirement savings from market downturns— a conservative approach so your nest egg grows safely and predictably.
Protect What Matters Most
Go beyond money. Use tax-efficient solutions to secure a future for your loved ones and leave a meaningful, lasting impact.
Plan for Life’s What-Ifs
Prepare for rising long-term care costs so your family and finances aren’t caught off guard— with coverage designed for when you need it most.
Your private, always-on financial vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place.
We’ll help you securely organize statements, policies, legal docs, even legacy instructions — so the right people have access to the right information, exactly when they need it.
Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Your legacy shouldn’t live in a shoebox or a junk drawer.
Why Retirement Income Solutions
You worked a lifetime to build it. Now it needs to last a lifetime. We help turn savings into protected, reliable income — with clarity, not confusion.
Independent & Unrestricted
We’re not tied to one company’s agenda. We work with 20+ top carriers, compare options for you, and recommend what actually serves your goals.
Real Retirement Experience
Since 1980, we've focused on income you can’t outlive, protection from painful losses, and growth that doesn’t gamble with tomorrow’s lifestyle.
Your Plan — Not “A Plan”
We start with what you want life to look like. Then we build around that — income, protection, tax awareness, legacy. It’s personal on purpose.