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Get in the Game —

"The Retirement Endgame"

Get in the Game —

Discover the playbook you need to help
secure your financial future.

Discover the playbook you need to help
secure your financial future.

In the hustle and bustle of your daily routine, it’s easy to focus mostly on current financial concerns. Yet, you also need to think about your future.

The decisions you make today, such as how much to save and how to invest in your savings, could determine the level of comfort and security you have when you retire. The most important action you can take today is to educate yourself so some Wall Street bookie doesn’t get his hands on and scramble your retirement nest egg.

Read “The Retirement Endgame” — and read it again. Your financial future is at stake.

Financial confidence and freedom should be everyone’s goal

Your financial future is too important to leave to chance, but do you know the steps you need to take to help ensure your nest egg is secure?

The problem facing many who are in or near retirement is not just having enough money to retire in the first place but having enough to last for as long as you need.

Inside this book, you’ll find:

  • Help developing a lifetime solution to ensure your money won’t run out before you do
  • Clarity on a variety of complex topics made simple and easy to understand
  • Strategies to sustain growth and preserve what you worked hard to earn

Get your complimentary copy of “The Retirement Endgame” now!

The Retirement Endgame

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Meet Your ‘Retirement Endgame’ Coach

Jerry Whitmire, author of “The Retirement Endgame,” has been in the safe money and income industry since 2005. He’s been in the business of creating and executing prudent, strategic game plans for much longer than that.

A two-sport standout and two-time All-American who graduated from Arizona State University with a bachelor’s degree in business management and a minor in communication, Jerry takes pride in making complex financial issues simple and easy to understand. His coaching focuses on education and safe money solutions, and he has experience in everything from retirement planning, insurance and tax-efficient strategies to income planning, market arbitration and estate preservation.

“What a person may have done in the past may not work for the future,” Jerry says. “We help alleviate the stress clients have and will do what is the right fit, not what is popular or trending.”

A native of Arizona, Jerry is no stranger to hard work and sacrifice, and his competitiveness has carried over from the field to his financial practice, where he works diligently to help eliminate risk from each client’s financial future while never losing sight of the ultimate goal: The Retirement Endgame. His commitment is steadfast whether a client has a dollar or a million dollars.

“We want to change the savings habits of America one individual at a time,” Jerry says.

The 4 Pillars of a
Retirement Endgame

What good is an investment that might not be there when you need it most at retirement? If confidence and quality of life are more important to you and your family than the casino action of Wall Street, then “The Retirement Endgame” is for you!

Safety of
Principal

Liquidity
and Flexibility

You need to be able to access your money in case of unforeseen needs or emergencies prior to retirement. Flexibility with your money is second only to preservation. You maintain maximum liquidity by NOT losing money!

We believe in the American system of capitalism and entrepreneurship that has made our country great and afforded us all a wonderful lifestyle. So, we want you to participate in the growth of the economy over time in the stock market indexes — we just don’t want you to participate in the losses nor gamble with your future. Our strategies help give you growth and reduce risk!

Participation in Stock Market Gains but None of the Losses

Gains Without
the Pains

You need your assets to have sustained growth — not growth followed by continual market declines every five to seven years, and you sure don’t want large losses on your savings right before you retire. “The Retirement Endgame” will help you avoid pitfalls and secure gains, giving you confidence and freedom.

Watch and
Video Education

Tax Free Retirement

Coming Down the Home Stretch

You & Your Credit Score

Power of Asset Allocation

Planning & Paying for College

ABCs of Wills & Trusts

Basics of Indexed Annuities

Budgeting & Debt Elimination

ABCs of Reverse Mortgages

Roth IRA

Protection from ID Theft

Options within Your Retirement

Wise Decisions with Retirement Assets

Women in Financial Transition

You’ve got annuities questions.
We’ve got

ANNUITIES
AS AN ASSET
CLASS

THE ABCs
OF FIXED
ANNUITIES

These brochures explain the role annuities can play in retirement planning, providing information about:

The kinds of returns you can expect
Expenses associated with annuities
Surrender charges, commissions and taxes
Why nine out of 10 believe annuities are effective savings vehicles
Much more!

As seen in

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Five reasons you should never buy a variable annuity.

Breathe in.
Smell that?


It’s the stench of a variable annuity. If you just threw up a little bit in your mouth, I don’t blame you. If you didn’t, you probably don’t know enough about variable annuities.

What’s a variable annuity? It’s a contract between an owner and an issuer whereby the owner agrees to give the issuer principal, and in return, the issuer guarantees the owner variable payments over time.

Sounds innocent enough, but are they? Variable annuities are one of those products of which I can pretty much make a blanket statement and say they’re horrible. “Why are they horrible, Jeff?” I thought you’d never ask. Let me count the ways! 

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