k2
BUSINESS GROUP
SECURED GUARANTEED
ACCOUNT
Specialists
discover what
we can do for you

... a Lifetime of Secure Income

Upside Potential

Downside Protection

Secure Retirement Strategies For Your Next Adventure...

K2 is the “Savage Mountain.” At 28,251 feet above sea level, it is the second tallest mountain in the world. It's a meer 778 feet shorter than Mount Everest, but it is the deadliest mountain in the world to climb. One of every four who summit K2 dies, which gives it its reputation as “the mountain that tries to kill you.”

Ironically, it is the descent—not the climb—that kills most mountaineers.

So it is with your retirement money.
Accumulating wealth during your working years is one thing, but protecting your life's savings and making it last for the rest of your life is an altogether different strategy an expertice.

Perhaps IT'S TIME TO PIVOT YOUR FINANCIAL STRATEGY FROM ACCUMULATION TO DECUMULATION and lifetime income.
Having a secure, tax-efficient retirement strategy requires a very different apporach than merely growing your retirement nest egg. A fixed indexed annuity can be a valuable part of an overall sound financial strategy. The right plan can provide you with income no matter what happens in the stock market and no matter how long you live.

You’ve got to do more. You need a guide.

Our guides are uniquely qualified to lead you through the maze of financial, tax and Social Security decisions you now face.

Retirement Income Certified Professional

One of the most trusted and accepted retirement income credentials in the world.
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Brochures and Concepts

Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for additional optional benefit riders or strategy fees associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index

Meet Our Guides

Director, Founder, Financial Advisor
Tax Manager, Accountant
Client Consultant
Executive Assistant
Board of Directors
Management Consultant, Financial Advisor
Field Consultant
We may look fancy, but we're really frIEndly, reach out!
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Lehi, Utah
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phone

801-709-3535

Address

2901 Bluegrass Blvd. Suite #200,
Lehi, UT, 84043

Our working hours are Monday To Friday 9am to 5pm and by appointment.