Specializing in Retirement & Income Solutions

Troy is dedicated to empowering individuals to achieve a fulfilling retirement by providing financial certainty and emotional peace. True retirement success combines financial security with emotional well-being, as worry, doubt, and fear can overshadow even the most financially stable plans.

Through his proven Income Optimization process, Troy guides clients to achieve complete financial certainty, eliminating concerns about an unpredictable future. This approach replaces financial anxiety with lasting peace of mind, allowing retirees to fully embrace their retirement years.

You don’t need to wait until retirement to experience this confidence. With Troy’s Income Optimization strategies, you can build a secure foundation today that ensures a predictable, sustainable, and growing income in retirement—unaffected by stock market volatility or economic uncertainty. These strategies leverage market opportunities without exposing you to its risks, ensuring a worry-free retirement.

Income Planning

Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.

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Long-Term Care

The decision to purchase Long-Term Care insurance is a big one with definite financial consequences, both in terms of premiums and future personal care.

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Insurance Planning

Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.

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By Appointment Only

In-Person Appointments Available

 (210) 274-4763

  [email protected]