|
+1 866-551-2522
|
|
| 3033 N Central Ave Ste 435, Phoenix, AZ, 85012 | |
|
920 ftThomas / Central Ave
0.2 miOsborn / Central Ave
0.6 miN 7th Ave & W Thomas Rd
|
|
Activate map
Specialties
We specialize in safe and lucrative alternative investments, primarily Secondary Market Annuities and Life Settlements, that earn a higher yield than other investments in the same risk class. Why tie up your money with the volatility of the stock and bond market in uncertain times when you can get a high yield without risk?
History
Established in 1985.
Steve Lance is the founder, author, radio show host and expert on retirement and income planning. Steve’s book Annuities: The 21st Century Pension Plan is a «Roadmap to Retirement and is available free on this website. Steve’s Team of retirement & income specialists are located in most cities across the United States.
Andy Cockrell, Vice President of Sales and Marketing, started with Ameriprise Financial (Formerly American Express Financial Advisors) as a Financial Planner in 1994 and started working with Steve in 1998. From 2002 through 2008, Mr. Cockrell ran a successful Estate and Financial Planning practice in Phoenix, Az. Now Steve and Andy are together helping people secure their financial future with creative, safe, and lucrative investment strategies.
At our Phoenix, Az location in the mid-town corridor, we hold regular educational workshops on Financial and Estate Planning topics. We discuss the differences between the types of traditional investments commonly used in planni
Meet the Business Owner
Steve L.
Business Owner
President and CEO
Steve Lance is the founder, author, radio show host and expert on retirement and income planning. Steve’s book Annuities: The 21st Century Pension Plan is a «Roadmap to Retirement and is available free on this website. Steve’s Team of retirement & income specialists are located in most cities across the United States.
