faqs

Indexed annuities are retirement products designed to safely grow your savings. You enjoy growth linked to market performance, without the risk of losing your principal—even in a market crash. They’re ideal if you seek guaranteed lifetime income and peace of mind.

My strategies are ideal if you're nearing retirement, seeking protection from market risk, and want reliable income for life. If you're tired of market uncertainty and confusing financial jargon, I’m here to simplify your path to retirement.

Yes, your initial 30-minute consultation is completely free—no strings attached. It’s simply a chance for us to get to know each other, discuss your goals, and explore if my strategies align with your vision for retirement.

Yes, I recommend and offer products such as indexed annuities, life insurance with living benefits, and final expense insurance—solutions carefully selected to safeguard your retirement. My advice is personalized, transparent, and aligned with your best interests.

Yes. While indexed annuities are designed for long-term stability, most allow partial withdrawals each year without penalties. I’ll help you choose the right annuity to balance your need for growth, safety, and liquidity.

"Tax-free retirement" refers to using specific insurance products designed under IRS guidelines to create income streams that aren’t taxed as ordinary income. It’s a powerful way to protect your savings from future tax hikes and keep more of your hard-earned money.

Most financial institutions emphasize traditional approaches like 401(k)s and IRAs. My strategies include indexed strategies that the banks and wealthy have utilized for decades. A financial professional will show you how an average return compares to an actual return.

No. With an indexed annuity, your money isn't directly invested in the market, so if the market goes down, your principal stays protected. You won't earn interest during those downturns, but importantly, you won’t lose any of your hard-earned money. It’s a way to participate in market gains without risking your nest egg when things get rocky​.

Rule #1: Never lose money.
Rule #2: Never forget Rule #1.

Buffett emphasizes protecting your investments from significant losses as the key to long-term financial success. This aligns perfectly with our philosophy at Rev Up Your Wealth—prioritizing safe, steady growth without risking your nest egg to volatile markets.