Annuities

What’s An Annuity?

When it comes time to solidify the amount of income you’ll have in retirement, it is best to do some research and approach the issue from as many angles as possible. It’s never a good idea to approach that long-awaited day with excess market exposure. We know that guaranteed income is one of your most important needs. Converting assets like 401K, 403B, TSP, pension, and IRAs into a lifetime income stream with flexibility can be difficult. In order to achieve a safe and secure retirement, we know that retirees need to focus on products that guarantee principal protection.

Our goal is to make it simple and work with you to develop a retirement plan that is customized and gives you the life you deserve.

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116 N. Dodge Street, Unit #8
Burlington, WI

740 Pilgrim Pkwy, Suite 100
Elm Grove, WI 53122

5758 Elaine Dr, Suite 113
Rockford, IL

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Brian Whitaker, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. 1st Opulence Financial and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by 1st Opulence Financial & Brian Whitaker, License # WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic# W610386.