Innovative Income & Retirement Solutions

Innovative Income & Retirement Solutions

Helping individuals, families and real estate professionals maximize their assets for income generation and a thriving retirement life.

Fixed-Indexed
Annuities

These financial instruments meet the needs of today’s growing population in the 50-plus age group by offering benefits to address a variety of needs.

Life
Insurance

Life Insurance is often considered for protection of young families, but it can also be a powerful tool for the transfer of wealth to future generations.

Social Security Planning

Social Security benefits make up approximately 39% of the income of U.S. citizens age 65 or older.* Do you know how to get the most out of the system?

Tax Deferment Strategies

The sale of highly appreciated assets comes with costly capital gains taxes and depreciation recapture. Implementing these strategies could offer immediate relief and deferment benefits. 

We craft sustainable income streams during retirement that can never be outlived…

what people are saying about access

“We are completely satisfied with the services you provided to help us set up our annuity. It was completely painless and very informative. We will definitely recommend your services to our circle of friends and family. Thanks again.”

Dan & Beth Hale, Orange County, CA

“I am so happy that I attended the Social Security Seminar. Not only did they help me find the right strategy to maximize my social security, they also assisted me in rolling over my retirement plan at work. Now, I’m earning double the interest that I was getting previously! I am definitely recommending them!”

Denise Favilla, La Mirada, CA

“As a Pastor for over 35 years, it is with great enthusiasm that I write these words of recommendation for Access Retirement Group. We are so glad that they helped us with our reverse mortgage. They were extremely knowledgeable and had such high integrity. I am very motivated to recommend the company and their exceptional track record.”

James, Pastor

“Working with my team is great; we all strive for the same goals for our clients. It’s so rewarding for all of us when we can assist in securing and improving our client’s financial and retirement futures.”

Mark J. Andra

Let’s get together and see how we can help you improve and secure your financial future…

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