My name is Steve Price, 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.

For more than 25 years I have been helping clients design and implement successful financial and retirement plans. Although I started out working for a Wall Street firm as an advisor, my true calling as a Retirement Income Certified Professional®, is in educating and empowering my clients to make the best decisions for their financial future.

Throughout the years, I have worked with countless clients on growing and protecting assets in any type of market, as well as with setting up mathematically designed retirement income streams that will provide maximum flexibility, increase over time and still preserve assets for their heirs.

Each clients’ strategy is custom designed to fit their particular needs and goals using strategies that allow them to sleep much better at night, knowing the next market downturn won’t have a major impact on their future.

I reside in Lehi, Utah. But even though my office is located in Southwestern part of the country, I am able to 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. All 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.

Sincerely,
Steve Price, RICP®