Get Your Retirement Questions Answered. No Sales Hype, No Opinions, Just Verifiable Truth Both Historically and Mathematically.

First Time Talking To Marty? Here's What To Expect...

Once you make the decision to book a short appointment with me will have a virtual introduction.  Please make sure you provide an accurate email address and phone because a few minutes ahead of the time that you have picked to talk, I will email you a screen share link.

I use a platform called,  There are no cameras or microphones to worry about, but you will be able to see my computer screen.  I will call you at our appointed time and will answer any questions you have.  We will have a brief 30,000-foot overview of how the Atlas Annuity Strategy works, and at the end of our conversation it will be totally up to you if we schedule another visit.  

That’s it!  It is your meeting and your chance to speak with an expert in the annuity industry to have all your questions answered in plain English.  No sales hype.  No opinions.  Just the verifiable truth that you’ve been seeking about wealth building, legacy, or retirement.

I hope you take the time to get the answers you deserve by reserving a time to talk!

Frequently Asked Questions...

Do you charge fees for your services?

No.  If we decide to work together, I am paid a one-time commission from the company that we decide is right for you.  Nothing comes out of your pocket or the money that is transferred to the annuity company we choose to work with.

How do I know you won’t product push or try to sell me the product that pays you the most commission?

Unlike typical advisors in the financial world, I actually have to justify why I recommended a product or strategy to you.  Whatever company we decide to work with will ask for verification that their product is best suited for you.

How will I know that what you recommend is the best product for my situation?

I use 3rd party software that compares all of the top companies right next to each other to verify their annuities are the best fit for you.

Do you only recommend annuities for income strategies?

No.  If you have plenty of income to cover all your living expenses in retirement, and you are looking to protect and grow your money, then we would look at a totally different category of annuities for you.  And yes, we use 3rd party software to verify those companies as well.

And if you are looking for legacy planning strategies or solutions for long-term care, then I have access to those as well.

How much money do I need to get started?

That is going to be different for every individual. It really depends on how much you want, or how much you need. However, it’s been my experience that if you do not have at least $200,000 total saved for retirement, it’s going to be difficult to develop any type of meaningful income strategy.

However, if you are just looking to protect a portion of your money, or find a strategy to leave it behind to loved ones, then it is up to you how much money you would want to allocate.

Will you pressure me into doing business with you?

No! I hate when people do that to me, so I refuse to do it to anyone else.

Plus, I have a beautiful wife and 2 small children that need my time as well. Not to mention, I am still an officer with a local fire department in St. Louis.

I say all of that to say this; you will either love my strategy or you won’t. At the end of the day, I don’t have time to chase you. I have many other established clients and new clients calling on a daily basis. If you want to work together, most likely you have to reach back out to me to tell me that you are ready to move forward.