Retire with Income Clarity & Confidence.
Our team of licensed professionals provides transformative financial education designed to empower you to make retirement decisions with clarity and confidence.
Built for retirees and pre-retirees seeking experienced professionals to guide them through the critical transition from earning a living to living from the assets they've accumulated, our independent brokerage provides straightforward strategies that simplify what may seem complex.
If you're concerned about running out of money, market losses, or the potential impact of future care costs, you're in the right place. We'll help you explore ways to structure your retirement assets for reliable income, greater stability, and long-term financial flexibility.
Experience our unique blend of education, expertise, innovation, and personal attention. Schedule a Free Strategy Session to explore your options today.
Welcome to our Family at
"My Benefit Assistants"
Time-tested proven strategies designed to provide consistency and predictability
whenever and wherever you retire...
Our educational approach and commitment to personalized service are the cornerstones of every relationship. Once we have the opportunity to understand your unique family dynamics and financial priorities, we'll help develop the knowledge, confidence, and clarity you need to move forward in retirement.
With proper portfolio structure in place, sustainability, preservation, longevity, and legacy can become more intentional and achievable. With that in mind, we invite you to learn what you need to know to enjoy your retirement years the way you've always envisioned them.
Verified Reviews
"Before retiring, I spent the last 20 years of my career in financial services. So, I had enough knowledge to be skeptical of annuity products, in general, but I needed to find an alternative to the market's volatility for the next 10+ years. I also wanted to generate income along with market value appreciation. Bruce Colwell has extensive product knowledge and is a good listener. He has integrity and is patient and a good educator. I felt he had my best interest at heart throughout the process. I had an Non-Spousal Inherited IRA and an investment account that I wanted to move out of brokerage accounts. There were only a few companies that would accept funds from the Inherited IRA account. Bruce presented the options and explained which ones he recommended and why. I felt comfortable with the decisions he helped me make in the two annuities I selected. He also had great attention to detail and follow-up throughout the process. I would highly recommend working with him."
"Bruce Colwell is very knowledgeable and professional Me and my wife were in the market for annuity for my wife. I found Bruce Colwell on the internet. We had many meetings talking about the perfect annuity for my wife. He is so knowledgeable in his field and provides us with few choices. He is very professional, kind and patience, while we decided to pick which annuity to buy. Thank you Bruce for the above and beyond professionalism and service you provided. We are so grateful."
"Bruce Colwell is exceptional. He is hardworking, diligent, tenacious. He would always do his absolute best to be available, or failing that always return calls or messages. He went out of his way to find the most appropriate annuity product to meet my financial needs and secure my business. He summarized lengthy sale documents to highlight costs and benefits; he guided me through the application process, simplifying and coordinating all paperwork submissions when rolling over funds. He remained positive and steadfast at all times when dealing with application bureaucracy and cumbersome paperwork. And was always clearly an advocate for his clients."
"Bruce was extremely helpful and explained annuities very well on how they worked. I felt like I was having a crash course in Annuities 101 :) and I understood all he was saying. I felt no pressure in buying anything and he took his time in talking with me and my husband and answered all our questions. He gets 5 stars from us!"
"I was disappointed with my previous annuity’s high fees and loss of financials. I spoke with and reviewed several advisors. I came across an advertisement on Social Media. After submitting interest, Bruce Colwell contacted me. We reviewed my circumstances and the diverse types of annuities over the span of six months. During that time, I vetted Bruce. He spent a lot of time every day without expecting anything in return. I learned about different annuities, their differences, and the best choices. As a result of his ongoing contact and education I decided on choosing him as my advisor for investments. I recommend anyone interested in exploring annuities contact Bruce."
"5 Stars for Bruce Colwell. Bruce is exceptionally patient and has so much information he is willing to share. The plan was well thought out and I feel like I was the decision maker in all the options I was shown. I talked with many financial advisors and Bruce outshined them all. Also the communication system is completely up to date with regard to emails, appointment confirmations, etc. Appreciate his staff also."
"My husband and I have been meeting with Bruce for the past few months. Bruce has helped us with 3 different investments. Bruce has been very informative in answering all our question. We believe that Bruce has lead us on the correct path for our future needs."
"I found Bruce Colwell on the internet. The website name seemed kind of hokey, but the other annuity offers I was getting from the big well-knowns were not meeting my goals in an income annuity. Bruce found us the best rate and the best rated Insurance company. It matched our requirements perfectly. What did I like about Bruce? He is honest and communicative every step of the way. It's exactly like having an inside friend in the Annuity business!!! We liked him so much that we bought a another deferred annuity from him and he is now our agent for Medicare too meticulously paring the details of these advantage plans so that we saved $1728 a year plus we got better coverage and no co-pays. We are lucky that we found him!!!"
"Has been a good experience. Bruce is very thorough and makes sure we understand things. He isn't pushy and wants to help."
"I had a great experience with Bruce Colwell. He was very knowledgeable, helpful and patient. I was very pleased with my investment choice."
"Doing business with Bruce Colwell has been a wonderful experience. He is incredibly thorough, competent and knowledgeable. He walked us through the annuity maze and clarified all the details in a manner which made us feel confident we had selected the correct product for our needs. I would highly recommend Bruce to others for their annuity/ financial needs."
"I spoke with and shared info ref. my available funds that for my retirement with Mr. Bruce Colwell. Bruce is highly knowledgeable, open and helpful in sharing his knowledge to guide me regarding my best options if I decided to make annuities a part of my retirement portfolio. His well-honed advice on the matter was very valuable for possible diversification of my retirement holdings. His no pressure way to educate me on available options considering my age is highly appreciated and I will not hesitate to recommend Bruce to my friends and kinfolk to consult with him if they needed help with their retirement accounts."
Testimonials
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Jane Doe
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Meet With Our Team Today if...
...You worry about running out of money:
If your existing Social Security and pension income isn't enough to support your retirement lifestyle, explore strategies designed to provide reliable, guaranteed lifetime income.
...You want protection from market loss:
If you want growth potential while protecting a portion of your retirement savings from market losses, talk to us about strategies designed to improve portfolio stability.
...You are paying high insurance or advisor fees:
Our exclusive referral network provides access to experienced professionals specializing in Medicare, Long-Term Care, Permanent Life Insurance, Annuities, and Investments who can help identify opportunities to reduce unnecessary costs and fees.
...You want simple, straightforward guidance:
If you're looking for a coach who listens instead of another salesperson with a pitch, you're in the right place. We simplify your options, answer your questions in plain language, and help you understand exactly what you're doing and why..
Office Phone:
(412)547-5455
Mailing Address:
2630 Monroeville Blvd #4
Monroeville, PA 15146:
Licensing:
United States excluding New York State