© 2023 Annuity.com – A National Organization Focused on Truth, Transparency, and Trust.
For Licensed Agents | Honors| Member Login
About | Contact | Glossary | Code of Ethics | Terms of Use | Privacy Policy | Website Accessibility
Dave Mello is the founder and President of Horizon Retirement Advisors, LLC.
“My greatest joy as an Elder Planning Advisor and Mature Asset Specialist is to see my clients living a comfortable and secure retirement free from financial threats. Many Seniors seek advice amidst a sudden catastrophic loss that costs them their life savings and threatens their assets. Others have witnessed these dangers and, with my help, we’re able to avoid it.” Dave Mello
Whether you are concerned about outliving your retirement, paying too much Social Security tax, protecting yourself from nursing home “spend-down” or preserving your assets for future generations, please use me as a trusted source.
I am passionate about the work I do with Seniors, and my goal is to educate and inform my clients so they feel confident in the decisions that will shape their future.”
John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs, to name a few. Not a single client has ever lost money due to market fluctuations.
John is also an expert in structuring Tax-Free Retirement Accounts, which help his clients build wealth safely and enjoy an extremely low tax burden or even zero taxes in retirement. His services focus on assisting people to Retire On Purpose, not just leave it to chance.