Take the 60-second Retirement Paycheck Checkup.
For ages 55+ with $250,000 or more saved.
No sales pitch. No obligation. Your report lands in your inbox in minutes.
Jim Saar, 40+ years in retirement income.
“I started helping people with retirement income when I was 22, sitting across kitchen tables with retirees.
I’ve had my income cut in half overnight. And in 2022, I lost my wife of 42 years.
The first life insurance check I ever delivered was to myself. That’s why I do this.
A plan isn’t a product. It’s what carries your family through the worst day.
That’s what I want for you: income you can count on, so you can say yes to the good stuff.”
Jim Saar
Will I get a sales call?
Only if you book one.
Do I have to share account numbers?
No. Ranges only.
Is this really free?
Yes.
What if I’m already working with an advisor?
Good. Use the Checkup as a second opinion.
“I had been putting off retirement planning for years because every advisor I met felt like a salesperson. Jim was completely different. He spent two hours just listening before he said a single word about products. By the end of our first call, I finally understood what a fixed indexed annuity actually does — and why it made sense for my situation. I’ve been a client for three years now and I sleep better knowing my income is guaranteed.”
Robert M.
San Diego, CA — Retired Engineer
