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We are a financial planning firm based in Fishers, Indiana about 25 minutes north of Indianapolis, Indiana. We specialize in helping people within 10 years of retirement strategically plan to transition from the accumulation phase to the income phase. If you are already enjoying retirement we offer a free portfolio review and consultation; oftentimes we can help you too!

In 2019 we decided that we wanted to expand our reach and on January 7th, 2020 we incorporated as My Annuity Store, Inc and launched our online annuity platform – myannuitystore.com. Obviously, we could not have known that Covid-19 would hit America just would 2 months later but we believe everything happens for a reason. Just over 75,000 American’s have visited our annuity platform through the first 3 months of 2021. 

Our mission is to provide independent, unbiased, and transparent where everyone has access to independent and unbiased annuity product information, retirement planning information, and a financial advisor. If you do not have a financial advisor or would like a second opinion we provide a free 30-minute consultation have made our annuity review service complimentary for everyone (one annuity contract).