You deserve a retirement plan designed for your unique retirement journey.
Protecting Your Retirement is a Financial Services Firm located in Prairie Village, Kansas serving clients throughout the Midwest. Founded in 1988, we have developed our business by reaching out, nurturing, and maintaining close and trusting relationships with each of our clients.
We understand how important it is for you to be able to trust your financial professional and know they provide you with accurate and helpful information. The team at Protecting Your Retirement can be that trusted professional. We are experienced, responsive, and understand your need for integrity and transparency.
Protecting Your Retirement’s mission is to educate and assist our clients in accumulating, growing, and enjoying the assets and income they will need during their retirement years with no exposure to market risk. Our primary specialty is showing how the use of fixed and fixed indexed annuities can protect and grow current assets to provide necessary and desired current income, guaranteed lifetime income, and legacy. We also address providing for the potential need to cover long-term care expenses.
Our Services
We believe your financial status and goals are unique and therefore deserve the competent, personal attention that only well-educated and experienced financial professionals can provide.
401(k), 403(b) and Profit Sharing Rollovers
At Protecting Your Retirement we can help you take control of your retirement assets as well as your current and future financial choices.
Retirement Income Solutions
We will provide a guaranteed retirement income strategy, which incorporates insurance and annuity choices to create opportunities for long-term growth as well as guarantee income throughout your retirement.
Wealth Accumulation
We understand that investing is an important aspect of your portfolio. We can help you discover financial choices that help make up for previous losses and put you on the right track to accumulating wealth.
Asset Protection
With the lack of security in the market, we will provide financial strategies to include some secured income products to help diversify your retirement assets. We will show you a variety of vehicles that will help you meet your retirement income goals.
Tax Minimization Planning
We specialize in tax minimization planning and will help you find the best choices and procedures to reduce your taxes during and after you retire.
Life Insurance
We offer life insurance policies to fit your needs. Call Protecting Your Retirement today to learn about ways to secure your financial future for you and your family.
Attorney Referrals
We can refer you to a professional who can prepare wills, establish trusts, and provide other strategies to protect your assets and insure your wishes are implemented.
Charitable Giving
We can guide you in making charitable gifts in ways that save income tax during your lifetime as well as for your heirs.
Long Term Care
We can help you develop a plan to help with the expenses of Long Term Care should the need arise. We consider multiple ways to cover those needs.
Do you have a plan for guaranteed lifetime income?
Millions of your fellow Americans do.
$726 Billion
in fixed indexed annuity contributions since 1995
$73.2 Billion
in fixed indexed annuity contributions in 2019 alone.
99.994%
Satisfaction rate of fixed indexed annuity owners
All figures based on available compliance data