Meet The Professionals Who Will Help
Achieve Your Legacy
Specialized Teams Working Towards Your Goals
Coordinating and optimizing the way each client’s investments, taxes, estate plan and insurances work together.
Retirement Income integration
In-depth retirement income projections, implementation and oversight.
Investment Management
Dedicated investment committee actively monitors client portfolio leveraging technology, tax-efficient investments and strategic rebalancing
Estate Planning Integration
Tax Planning Integration
Tax Attorneys and CPAs working side-by-side with investment advisors to coordinate tax targets and projections
A Legacy of
Service and Vision
At The Annuity Link, we specialize in crafting personalized annuity solutions designed to secure your financial future and help you achieve your retirement goals. With over 30 years of experience within our team, we bring expertise, dedication, and a client-first approach to guide you through the complexities of retirement planning.
Founded in 2023 by Stewart Scothorn, The Annuity Link was created to expand on the legacy of exceptional service established by The Benefit Link, its parent company. Stuart’s vision was to create a specialized platform that focuses solely on annuities, offering tailored solutions to meet the diverse needs of individuals preparing for retirement. Backed by the same values of integrity, transparency, and personalized care, The Annuity Link is committed to building a future where financial security is accessible to everyone.
Let Us Help You
Secure Your Future
As an independent agency, we partner with a wide range of top-rated carriers to provide access to a variety of annuity products. This independence allows us to focus solely on finding the right fit for your unique financial situation. Whether you’re seeking guaranteed income, legacy planning, or financial stability in retirement, our team is here to help you every step of the way.
The Annuity Link proudly serves clients across all 50 states, making expert guidance accessible no matter where you are. We offer our services at no cost to you, allowing you to focus on making informed decisions about your future without added pressure or fees.
Our mission is to provide peace of mind and confidence as you navigate the road to retirement. Let The Annuity Link be your trusted partner in building a secure and prosperous future. Contact us today to discover how we can help you link your goals to lasting financial success.
Your Income
Retirement Team
The most important aspect of any retirement is your income plan. How much will you need to live comfortably, where will those dollars come from, and how much will go back to the government in taxes? We specialize in holistic income planning by coordinating Social Security strategies, self-funded pension options, investment income integration, and tax planning. This approach helps maximize the income potential of your retirement dollars.
Your Investment
Management Team
We provide clients with personalized asset management designed to align with their individual retirement needs and goals. Our approach focuses on balancing growth, protection, and income strategies to help create a retirement plan that is both sustainable and adaptable.
Your Estate + Tax
Planning Team
We provide clients with personalized asset management designed to align with their individual retirement needs and goals. Our approach focuses on balancing growth, protection, and income strategies to help create a retirement plan that is both sustainable and adaptable.
Ready To Take
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.