About Us |
Scott Groskreutz | Managing Partner & Investment Advisor Representative
Scott Groskreutz is a retirement specialist who simplifies the complicated world of investments and retirement services for his clients. Serving clients across the US he is supported by Brokers and Aegis Financial. Together they provide comprehensive plan design consultation, administration, field underwriting coordination, compliance, and DOL reporting and compliance. Scott as a licensed life and health insurance agent and Investment Advisor Representative who assists his clients in a range of programs that meet his clients objectives. He is a registered Investment Advisor that works with a variety of platforms and solutions to meet his clients needs of more than 150 different companies.
Scott is the father of three boys and resides in Henderson NV where he enjoys playing ice hockey. Go Knights! He enjoys spending time with his family and serving his local community in outreach events. Scott takes pride in ensuring that his clients are fully educated in all options. He believes a well-educated client makes the best decisions in preserving and growing assets. Hansen Baur | Retirement Planner
Hansen Baur believes in simplifying the retirement process. When he was younger, he saw the challenges his grandparents had in choosing the best Medicare plan and retirement strategy. With so much information available, it proved difficult for them to make the right decision. After seeing this it provided further inspiration for Hansen to help those retiring. According to him, selecting a retirement strategy should be simple, and a stress free decision.
Entering the industry at the age of 19, Hansen took the opportunity to help our senior population with the complexities of Medicare and Retirement. Hansen believes in acting as a Broker and not an independent agent. This allows him to represent a wide array of solutions for his clients. Working in the Insurance industry for over 5 years he takes his Fiduciary responsibility seriously, and always puts his clients first. Andy Osby | Chief Investment Officer ChFC®, CRPC®
John Scheer | Sales and Marketing- Life Division
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Douglas McDermott | CHFC, CLU, CLTC
Doug has received his professional designations as Chartered Life Underwriter and Chartered Financial Consultant in 1988 from American College in Bryn Mawr, PA. In 2008, Doug completed his Certification for Long Term Care and received a CLTC designation. When running The Annuity Store, Doug was honored as a member in the National Directory of Who’s Who in Executive and Professionals, 1996-1997 edition, and was selected as an honored member of Who’s Who Among Outstanding Corporate Executives in the 1998 publication. He became a member in -the National Register’s Who’s Who in Executive and Professionals 2005-2006 edition and was selected as an honored member of the Heritage Registry of Who’s Who 2005-2006 edition.
Since 1993 he has addressed over 1,900 seminars as a nationally recognized speaker on annuities and other insurance services. His primary audiences are the senior market which he calls the Social Security Recipients age 62 and above, and Pre-Social Security Recipients age 50 to 62 the related industries just mentioned. He also addresses those ages 50 and below which he calls the "Preparer Market," those preparing for retirement. This also includes speaking to the Financial Service Industry Representatives who services these three areas. Doug is founder of The Gift of Gratitude Foundation and its purpose is to express love and gratitude towards those who serve to protect our rights to life, liberty, and the pursuit of happiness. The Gift of Gratitude Foundation honors those men and women with works of art inspired by stories of faith, virtue, and courage. Bryan Purdy | Trade Review Principle
Crystal Hayward | New Business Team Lead
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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. |
We Love To Meet New People!