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We appreciate your interest, and we're proud to be able to provide you with your playbook to a secure and successful retirement. Please click below to download your free copy of Jerry Whitmire's "The Retirement Endgame."



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.

Watch and Learn — Video Education

Tax Free Retirement 5:14
Budgeting & Debt Elimination 6:39
Coming Down to the Home Stretch 7:22
ABCs of Reverse Mortgages 6:53
You & Your Credit Score 6:40
Roth IRA 7:26
Power of Asset Allocation 6:42
Protection from ID Theft 6:13
Planning & Paying for College 7:03
Options Within Your Retirement 6:15
ABCs of Wills & Trusts 6:28
Wise Decisions With Retirement Assets 6:00
Basics of Indexed Annuities 3:21
Women in Financial Transition 6:43

As Seen In:

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!

Reimagine Your Retirement •  

Reimagine Your Retirement •  

Reimagine Your Retirement •  

Reimagine Your Retirement •  

Reimagine Your Retirement •  

Reimagine Your Retirement •  

It’s never too late to work toward your dreams.

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