Services

Defend what you’ve worked so hard to earn.

What can Retirement Defenders offer you?

Our products and services can be mixed and matched to create a plan that serves your needs. If you don’t see what you’re looking for, simply ask—we’ve seen a lot over the years, and it’s likely we can help with what you need or put you in touch with a strategic partner who can.

Retirement Income Planning

No one wants to outlive their income.

We believe an enjoyable and lasting retirement is dependent on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.

Social Security Maximization

Get the most of out your benefits.

Choosing when and how to draw on your Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities and maximize your Social Security income, so you get the most from your hard-earned benefit.

Investments

Let us help mitigate your risk.

We think investing advice still means something to clients—and we personally believe advisors do add value to plans and portfolios. Nothing can help to ensure you completely from market volatility, but we align your portfolios with your risk tolerance to help ensure that you're comfortable with your wealth management choices.

Retirement Defenders can also assist you with Mutual Funds, REITs, Stocks, Bonds, Brokerage CDs, Annuities and Protection products.

Reach out today and let's get started.

Contact Us

207 S Walnut Rochester, IL 62563

217.498.8600 | mark@retirementdefenders.org

Mark Pettyjohn offers Securities and Daniel Morris offers Securities and Advisory Services through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Retirement Defenders and CreativeOne Securities, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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