About Us |
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John Stevenson | Retirement Planner
John Stevenson, a prominent wealth protection educator and Certified Financial Fiduciary, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations.
John is also an expert in structuring Tax-Free Retirement Accounts, which help his clients build wealth safely, and enjoy an extremely low tax burden, or even zero taxes in retirement. His services focus on helping people Retire On Purpose, and not just leaving it to chance. As an avid educator, John actively teaches classes on social security, estate planning, and retirement tax planning in universities and colleges throughout Nevada. He’s also a well-known Retirement & Income Radio host with thousands of listeners who tune in each week to learn from him. John knows the importance of helping seniors and families protect against financial downturns, have income they can’t outlive, and minimize taxes. He has recently been published in numerous publications with millions of readers worldwide such as Think Advisor, Annuity.com, The Annuity Associates, Retire Village, YFS Magazine, and others. Blessed with a beautiful wife and 5-children, John is the happiest when he is able to spend time with them. When he’s not helping seniors and families, he is with his own family, or somewhere exploring in the Sierra Nevada Mountains 
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Check out John's Radio Show: KDWN Radio
Every Sunday at 1pm PST on 720 AM and 101.5 PM
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
