Answer a few quick questions and get a free Personal Annuity Plan built around your savings, your timeline, and how much risk you want to take. A licensed partner advisor walks you through it. No cost, no pressure.
Takes about 2 minutes. A real person on our team reviews your answers before an advisor reaches out.
A personalized, written plan built around your real numbers. Keep it, share it with your spouse, and take your time. It's yours whether or not you ever buy anything.
Prepared for a sample couple, 18 months from retirement
| What matters | Stay invested | Protect a portion |
|---|---|---|
| Market drops | All savings exposed | Protected portion can't lose value |
| Steady income | Depends on markets | Guaranteed for both lives |
| Access | Full access anytime | Up to 10% a year, no charge |
Tell us whether you're retired, what you want your money to do, and roughly what you've saved. It takes about 2 minutes.
Someone on our team reviews your answers and confirms your information, then connects you with the partner advisor who best fits your situation.
Meet over Zoom or in person in Colorado Springs (phone works too). Your advisor learns your goals and numbers, then walks you through your Personal Annuity Plan with no pressure. You decide what happens next.
Every option has upsides and trade-offs. Your plan shows both, so there are no surprises later.
A fixed interest rate locked in for a set term, usually 3 to 10 years, with tax-deferred growth.
Growth linked to a market index like the S&P 500, while your principal is protected from market losses.
Turns part of your savings into a monthly paycheck for life or a set number of years.
Help moving retirement savings into the right account without tax mistakes or missed deadlines.
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. An annuity isn't right for everyone, and your plan will say so if it isn't right for you.
Get your income plan settled, then get back to the people and the things you love.
BluePeak is an independent retirement resource. We don't sell insurance. We help you understand your options, then connect you with a small team of licensed advisors we partner with.
Don't see your question? Bring it to your first meeting. Your advisor will answer anything you ask.
Yes. There's no cost to you and no obligation to buy anything. Your advisor builds your plan after your first meeting, once they understand your goals and numbers, and it's yours to keep either way.
A licensed insurance professional from the small team of retirement income advisors we partner with. After someone on the team confirms your details, your advisor reaches out to set up a meeting over Zoom, by phone, or in person. Our partner advisors are based in Colorado Springs, so in-person meetings happen there. They'll share their licensing and certifications in your first meeting so you can look them up.
No. Your information goes only to the small team of licensed advisors we partner with. We never sell it or share it with outside agents or lead lists.
Our partner advisors pay BluePeak a small service fee to partner with us. You never pay BluePeak anything.
Personal Annuity Plans are designed for people with about $250,000 or more in retirement savings. If you have less, you're still welcome to reach out and we'll point you in a helpful direction.
No. Annuities work well for some goals, like protection and lifetime income, and poorly for others, like money you may need soon. Your plan will be honest about which camp you're in.
No. BluePeak is an independent referral service based in Colorado Springs, Colorado. We don't sell insurance or give financial advice. We help you learn your options and connect you with a licensed professional who can.
Of course. Many people review their plan with a spouse or adult child, and you're welcome to share it with any advisor you already work with.
Free. About 2 minutes. A small team of licensed advisors. Never sold.
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