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Lance Riddle, CFP®

Licensed Annuity Investigator

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More About Me

My name is Lance Riddle, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have more than 33 years of experience in the financial services arena. After graduating from the University of Oklahoma, I started as a financial advisor with Smith Barney. Soon after that, I learned that clients require – and deserve – comprehensive and unbiased solutions that are based on their own specific personal and financial goals. It was then that I went out on my own as an independent advisor.

In order to best serve my clients, I have earned the prestigious Certified Financial Planner (CFP) professional designation through which I uphold the CFP Board’s Code of Ethics and Professional Rules of Conduct, as well as the Financial Planning Practice of Standards. The CFP program covers a wide range of financial planning topics, including investments, tax planning and management, retirement and employee benefits, and estate planning.

I reside in Dallas, Texas, with my wife Susan and our two boys.  Although my office is physically located in the Lonestar State, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. Most of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.


Lance Riddle, CFP®