RETIREMENT PROTECTION & INCOME
My team and I help people review the money sitting in old 401(k)s and workplace plans — and, for those who want to, move it into strategies designed for safety and guaranteed lifetime income.
Jonathan Benjamin · Licensed California Life & Annuity Agent
WHO I AM
I'm Jon Benjamin — and my team and I help people protect the retirement savings they've spent a career building. We specialize in one thing: reviewing old 401(k)s and workplace plans, and helping people who want to move that money into retirement vehicles designed for safety and guaranteed lifetime income.
No fluff, no jargon, no one-size-fits-all product. Just a clear look at where your money sits today, an honest read on the risk you're carrying as retirement gets closer, and a plan to help you retire with income you can count on — protected from the next market drop.
WHAT I DO
Three things I help you get right — reviewed against your goals, not a product quota.
We track down accounts left at former employers, surface the fees and risk you're carrying, and lay out your real options in plain English.
The closer you are to retirement, the more a bad year hurts. We help reduce the exposure that can derail your plans at the worst possible time.
For those it fits, we set up options that can provide income you won't outlive — so your essentials are covered no matter what markets do.
THE APPROACH
The first conversation is a review, not a sale. If nothing needs to change, I'll tell you.
Any recommendation has to genuinely fit your situation — and I'll show you why.
No jargon, no pressure. You'll understand exactly what you have and what your options are.
A licensed California agent standing behind the plan — not a call center.
FREE RETIREMENT REVIEW
A straight, no-obligation look at where your retirement savings stand, including any old accounts and how well-protected they are heading into retirement.
Tell me a little and I'll reach out to set it up.
I'll reach out shortly. Prefer to grab a time now? Book directly below.
Book my review now →