As Heard On

Find Out Which Annuity Strategies Align with Your Retirement Goals

Not all annuities are created equal. Some offer guaranteed income and principal protection. Others tie up your money with hidden fees and confusing terms. 

No sales pitch. No pressure. Just insights based on your age, goals, and retirement plan. 

Plan Your Retirement

With Confidence

Our no-cost Retirement Risk Report can highlight:

  • How much of your savings may be exposed to market changes.

  • Which accounts may be more vulnerable to tax increases.

  • Strategies to help manage inflation and healthcare costs.

  • Options that could provide more reliable income over time.

Special Offer

Find Out Which Annuity Strategies Align with Your Retirement Goals

Not all annuities are created equal. Some offer guaranteed income and principal protection. Others tie up your money with hidden fees and confusing terms. 

No sales pitch. No pressure. Just insights based on your age, goals, and retirement plan. 

CRITICAL ALERT: You Might Run Out Of Money In Retirement

ALERT: Don't Run Out Of Money In Retirement

Plan Your Retirement

With Confidence

Request your no-cost Retirement Risk Report to explore key factors that may influence your retirement strategy.

Help Protect Your Savings

Strategies to help protect your savings in market declines

Avoid Unnecessary Taxes

How to reduce the effects of taxes with tax minimization strategies

If you'd prefer to talk over the phone, call (888) 637-3847

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Informational Resource

A Guide to Smarter Retirement Income Planning

This no-cost report is intended to provide general information about factors that may influence retirement income planning. It is not personalized advice, and no investment recommendations are made without a formal consultation.

With this report, you will:

  • Gain insights into retirement income planning

  • Explore portfolio approaches that align with your goals

  • Review methods that could help with tax efficiency

Choosing the wrong annuity could cost you tens of thousands.

You’ve worked hard to build your nest egg.

The last thing you want is to lose control of it—or lock yourself into something that doesn’t fit. That’s why we take a different approach. 


We help you evaluate which annuity structures align with your income needs, growth goals, and risk tolerance. 

  • Market Protection

  • Guaranteed Income

  • No Hidden Fees

  • Tax-Deferred Growth Potential

6 Common Retirement Risks

Awareness is the first step toward a more confident retirement

Market Volatility

Your 401(k) could lose value due to market losses. Are you prepared?

Tax Burdens

Tax rates are historically low. If they increase, how will that affect your retirement income?

Healthcare Costs

Healthcare costs in retirement may be one of your biggest expenses. Are you prepared for this?

Inflation Erosion

$1 today could only buy $0.50 worth in 20 years. Your purchasing power will slowly shrink over time.

Social Security Uncertainty

Social Security is facing potential benefit cuts by 2034. How will this possibility affect your retirement?

Longevity Risk

You might live for decades in retirement. Will your money last that long?

Why People Choose Us

Licensed insurance and registered securities professional with years of experience, committed to putting your needs first

Licensed Professional

Greg is properly insurance licensed and securities registered.

25+ Years Experience

With decades of industry knowledge, I have guided many clients through retirement.

Independence

I'm free from corporate agendas—so our only focus is helping you make decisions that serve your goals, not someone else’s.

No Obligation

Request your report with confidence. There’s no cost and no pressure to make a purchase.

Meet the Founder of the Retirement Risk Report

Greg Lavelle, MBA, of Retirement Advisers.Net, helps clients navigate retirement income planning with a focus on education, integrity, and long-term stability using investment and insurance products and strategies.

A U.S. Navy veteran with an MBA from Northeastern University, he is licensed in life, health, annuities, and registered for mutual funds across multiple states. Known for his experience in Social Security, Medicare, and long-term care planning, Greg enjoys spending time with his family, running, and biking outside of work.

Retirement Advisers.Net®
Greg Lavelle, MBA

(888) 637-3847

[email protected]

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Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Retirement Advisers, 195 Park Avenue, Worcester, Massachusetts 01609. Licensed Insurance Professional who is licensed to sell insurance in Massachusetts, Rhode Island, Connecticut and Maine.

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated. 

Retirement Advisers does not offer tax advice. Please consult a qualified professional.

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