Smart Strategies for What You've Worked Hard to Build
Personalized retirement planning to help you protect your savings, reduce taxes, and create income you can count on.
Drawing upon years of experience at a leading Fortune 100 company, we've forged partnerships with top-rated financial institutions to empower you in wealth creation using tax-advantaged approaches.
How We Help
Legacy & Family Planning
For many of our clients, retirement planning isn't just about them. It's about making sure their family is taken care of too. Whether that's protecting a spouse, leaving something to your kids, or giving grandchildren a head start, we help you think through how your plan fits into the bigger picture.
Retirement Income Planning
The biggest question most people have heading into retirement is simple: will my money last? We help you build a strategy that turns your savings into reliable income you can count on, whether that's for 20 years or 40. We'll look at what you have, what you need, and design a plan that gives you confidence (and flexibility) for whatever comes next.
Tax-Efficient Strategies
Taxes can quietly erode your retirement savings if you're not paying aLegacy & Family Planningttention. We help you understand where you might be overpaying and explore strategies to keep more of what you've earned. From timing withdrawals to positioning assets in the right accounts, small moves can make a big difference over time.
Financial Reviews
Sometimes you just need a second set of eyes. If you're not sure whether you're on track, or you want to pressure-test the advice you've been given elsewhere, we're happy to take a look. We'll review what you have in place, identify any gaps, and give you honest feedback on where you stand.
Solutions Built Around You
There's no one-size-fits-all answer to retirement planning. Some clients need guaranteed income they can't outlive. Others want to maximize growth while minimizing taxes. Many want both.
We work with A-rated carriers to offer a range of solutions, including Fixed Indexed Annuities, Indexed Universal Life, and other tax-efficient strategies, and we help you understand which ones actually make sense for your situation. No jargon, no pressure, just honest guidance tailored to your goals.
Strength In Selection
We're independent, which means we're not tied to any single carrier. We work with A-rated institutions like Athene, Nationwide, MassMutual, and Transamerica to find solutions that fit your situation, not ours. When we recommend something, it's because it makes sense for you.
Looking to embark on a rewarding journey of building your own financial services business?
At Greater Endeavors, we're here to empower your entrepreneurial spirit.
Join us and discover how you can create a thriving enterprise, help individuals and families secure their financial futures, and achieve your own financial independence.
Let us help mentor you on this exciting venture.
What our clients and partners are saying
Amylee S.
Mother
“Chris is extremely helpful and knowledgeable. He helped us choose the best life insurance product for our children. It gives us so much peace knowing our children’s futures are secure and they will have tax-free funds to pay for large expenses when they enter adulthood”