Before You Retire: The 4 Things You Must Know to Protect Your Money

The truth is, outliving your money is a very real risk, but it doesn’t have to be your story.

That’s why I created a free 4-part video series designed to show you how to protect what you’ve built, avoid the most common retirement pitfalls, and finally feel confident about your financial future.

Let’s make sure your income lasts longer than you do. Enter your information below and we will email you a link to start watching.

YOU WILL LEARN…

Z

Why most retirees run out of money and how to avoid it

Z

How to protect your retirement income from taxes and market dips

Z

What an IUL is and why it’s being used by savvy, risk-conscious families

Z

Why traditional “diversification” isn’t enough anymore

Z

What to expect on a simple Retirement Risk Check call (zero pressure)

OUR CEO

Deana Jackson

In 2008, I was working long shifts as an ICU nurse at UCLA—often during complex liver transplants. Helping others was deeply meaningful, but I started to wonder: Was there a way to take care of others while also taking care of my own future?

One conversation with a financial advisor changed everything. I didn’t know anything about the industry only that I was craving more freedom, security, and the ability to build something lasting.

It was a big leap to leave nursing, but in just a few months, I began a new chapter as an independent financial advisor.

Since then, I’ve spent over a decade helping people protect what they’ve worked so hard for. I’ve trained new advisors, earned industry recognition, and most importantly, helped hundreds of families create a plan they feel good about.

My great-grandparents came to this country with nothing but a belief: that you could build a better life through hard work, service, and faith. That same belief still drives me today.

Whether you’re five years from retirement or already stepping into your next chapter, my mission is simple: To help you stop worrying about your money and start living with confidence and clarity.