About

We help clients stay laser-focused on the safest carriers.

Who we are

About Gen X Prosperity

We are a team of licensed agents who have navigated the process of incorporating fixed annuities into our retirement portfolios. Understanding the skepticism and trepidation behind this consideration, we’ve made our share of mistakes and now know the pitfalls to avoid and the critical questions to ask during the annuity purchase vetting process. Our focus on Gen Xers stems from our belief that this group represents a forgotten segment, often avoiding retirement planning due to uncertainty around reliable options outside of Social Security and pensions. We aim to provide clarity and support, showing how fixed annuities can ensure streams of income to support the lifestyle you desire in the future. Additionally, we subscribe to the TSR Ratio, evaluating insurance companies based on Transparency, Surplus, and Risker Assets, ensuring your money is safe and well-managed. We align our business only with companies that demonstrate solid investment strategies, taking the road less traveled to protect your assets.

Our Value

Building Your Future Together

We empower Gen Xers with the knowledge and tools to achieve financial security and peace of mind in retirement.

Our Vision

To empower Gen Xers with the knowledge and tools to achieve financial security and peace of mind in retirement. We envision a future where every Gen Xer has a clear, reliable path to a prosperous and fulfilling retirement. By focusing on lifetime income annuities, we aim to eliminate uncertainty and foster confidence in retirement planning.

Our Mission

To provide comprehensive education and personalized guidance on lifetime income annuities for Gen Xers. We strive to simplify the complexities of retirement planning, making it accessible and manageable for everyone. Our mission is to help you make informed decisions that secure your financial future and support your desired lifestyle.

Our Values

Integrity, transparency, and commitment define our approach to retirement planning. We prioritize your best interests, offering honest advice and thorough evaluations of annuity options. Our values guide us in building lasting relationships based on trust and delivering exceptional service to every client.

Empower Your Financial Future

At Gen X Prosperity, we provide Gen Xers with the insights and guidance needed for a secure retirement. Our expert team helps you navigate lifetime income annuities, ensuring you make informed decisions for a prosperous future. Let us be your partner in building a stable financial foundation.