True financial security isn't about chasing the next hot stock; it's about having a plan that works regardless of market conditions. This "One Plan" approach ensures you have a predictable, guaranteed paycheck for as long as you live, allowing you to enjoy your retirement without the constant stress of financial uncertainty.
You’ve spent decades accumulating a nest egg, but the rules change once you stop working. Volatile markets and longer life expectancies mean that traditional withdrawal methods (like the 401k "4% rule") are no longer enough. With 30 years of industry leadership, Glenn V. Castillo helps you bridge the gap between your savings and a truly secure lifestyle.
We specialize in converting a portion of your retirement assets into a Guaranteed Income Stream. Using a combination of Fixed Indexed Annuities and Income Riders, we create a "Retirement Income Floor" that covers your essential expenses for as long as you live.

Receive a monthly check that is contractually guaranteed to last for the rest of your life—and your spouse’s life.

Strategies designed to help your income keep pace with the rising cost of living.

Maintain a legacy for your heirs while ensuring you never run out of money.

Once your floor is set, your income remains stable regardless of whether the stock market is up, down, or sideways.
You’ve spent decades accumulating a nest egg, but the rules change once you stop working. Volatile markets and longer life expectancies mean that traditional withdrawal methods (like the 401k "4% rule") are no longer enough. With 30 years of industry leadership, Glenn V. Castillo helps you bridge the gap between your savings and a truly secure lifestyle.
We specialize in converting a portion of your retirement assets into a Guaranteed Income Stream. Using a combination of Fixed Indexed Annuities and Income Riders, we create a "Retirement Income Floor" that covers your essential expenses for as long as you live.

Receive a monthly check that is contractually guaranteed to last for the rest of your life—and your spouse’s life.

Strategies designed to help your income keep pace with the rising cost of living.

Maintain a legacy for your heirs while ensuring you never run out of money.

Once your floor is set, your income remains stable regardless of whether the stock market is up, down, or sideways.

We analyze your current assets, Social Security, and pensions to identify any shortfalls.

We compare the top-rated carriers in the New York-New Jersey area to find the highest payout rates for your age.

We ensure that your income plan protects your spouse, providing peace of mind for the entire household.

As your life changes, our team is available around the clock to adjust your strategy.

We analyze your current assets, Social Security, and pensions to identify any shortfalls.

We compare the top-rated carriers in the New York-New Jersey area to find the highest payout rates for your age.

We ensure that your income plan protects your spouse, providing peace of mind for the entire household.

As your life changes, our team is available around the clock to adjust your strategy.

Trusted by industry leaders and featured across major national networks.









Trusted by industry leaders and featured across major national networks.
Don't guess how long your money will last. Get a scientific income projection from a firm with 30 years of proven results.
Fill out the form or drop us a message. We’ll get back to you promptly with the support, clarity, and guidance you need to move forward with confidence.
Stop guessing and start planning. Let an expert with 30 years of experience audit your retirement future.
Fill out the form or drop us a message. We’ll get back to you promptly with the support, clarity, and guidance you need to move forward with confidence.

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