Is Your Annuity Actually Working for You?
Get a free, no-obligation review from an independent fiduciary — not a salesperson. We'll tell you if your annuity is solid, if you can do better, or if you shouldn't have one at all.
Your Money Maximized
Premier Retirement Planning
Smarter Annuity Choices
Your Retirement Deserves Confidence
Most 'free annuity reviews' are sales pitches in disguise. Ours isn't.
Experience the Freedom of a Confident Retirement
Imagine a future where every financial decision feels clear, and your annuity income works to its full potential.
With Annuity Checkup, you’ll receive expert, personalized guidance every step of the way, creating a smooth, confident path to the retirement you deserve.
A Straight Answer About Your Annuity
As an independent fiduciary, I'm legally required to act in your best interest — not push products. Whether you're reviewing an existing annuity or considering a new one, you'll receive:
3 written recommendations tailored to your situation
At least one non-annuity option — because sometimes an annuity isn't the answer
A clear explanation of what you have, what it's costing you, and whether you can do better
No pressure. No obligation. Just honest analysis.
Why Most Annuity Advice Is Conflicted, And Ours Isn't
The agent who sold you your annuity gets paid to sell annuities. That's not advice, that's a transaction.
I hold a fiduciary license, which means I'm legally obligated to put your interests first. If your current annuity is working, I'll tell you. If you shouldn't buy a new one, I'll tell you that too.
I search across carriers, not just the ones that pay the highest commissions.
How It Works
Schedule a Call
Book a 15-minute conversation. We'll ask about your current annuity, your goals, and what's bothering you.
Get Your Analysis
We review your contract, run the numbers, and prepare three written recommendations — always including at least one non-annuity option.
Make an Informed Decision
You'll understand exactly what you have, what it's costing you, and what your options are. No pressure to do anything.
Find Out If You're Getting
What You Deserve
One conversation. Three clear options. No sales pitch.
Enhance your financial stability with top-rated annuity planning services.
Contact Us
10120 S Eastern Avenue, Suite 200 | Henderson, Nevada 89052
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Aldrich Investment Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Aldrich Investment Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Fixed insurance services offered through Aldrich Investment management.
Check the background of your financial professional on FINRA's BrokerCheck.
Click here for Cambridge's Form CRS.