Broker Check
Steven Lance

Steven Lance

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.

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 planning for retirement. Beyond this, we delve into advanced techniques using life insurance, modified endowment contracts, charitable planning techniques, and secondary market annuities. In addition, we understand how a well planned tax strategy can help provide more income and higher yields. We also work with attorneys to create a secure wealth preservation strategy for high net worth families.

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