About Us

With all of the economic turmoil in the markets, keeping your wealth safe, secure, and growing is more important than ever. Jeff Archer has been helping his clients (business owners, executives, and families) for 19 years with their retirement and financial protection planning. He specializes in wealth-building strategies that teach people how to maximize their assets and build a retirement in a safe and tax-efficient manner.

Jeff, a Bowling Green State University graduate, and his wife Lisa have been married for 25 years and have a 17-year-old son. Jeff loves helping coach his son's basketball and baseball teams when not working. Jeff is surrounded by friends around the country from his singing barbershop experiences, eventually being honored with the Silver Medal (2nd place in the World) in 2001 at the International Harmony Society Quartet Competition in Nashville.

Jeff's mission is to help clients avoid losing money in the Wall Street Casino, protecting principal assets, and develop final expense, legacy, estate, and retirement distribution plans ---- the majority of which is accomplished with the use of indexed guaranteed products. The goal is to recover lost principal with tax-advantaged strategies, establish guaranteed principal protection, and create growth in preparation for a tax-free retirement.

TESTIMONIALS

Dave R. CFP, Atlanta - Jeff is a problem solver and someone I depend on to help me generate effective client results. I highly recommend him.

Bill C. Exec.VP, AZ - Jeff is a great resource for the group of advisors working together. He is extremely committed to the success of his clients—just a professional, period.

Doug H., Owner.PPACA Specialist, OH - Jeff is a great resource for complete retirement and estate planning strategies. He's energetic, prompt, and follows through on all recommendations.

Carl M Jr., Medicaid Specialist, WV - I have worked with several Consultants in the past, but none have given me the value I receive from Jeff Archer and his organization. Suppose I need something. I pick up the phone, and Jeff answers. Knowledgeable and ready to help!

Ron B., Exec. Sales Director, AZ - Jeff is Solution-focused retirement professional. Jeff knows the financial business and understands the needs of those he serves.

Laura A., Self-Employed, PA - Jeff is a focused, energetic professional and enjoys his work. He is organized and highly dedicated to his clients and the results of his consultation. He is easy to work with, a team player, and honest and trustworthy.

Tim R., unemployed, OH - I never thought anyone could rescue me and my financial future after learning I lost my career of 30 years until I met Jeff Archer. He put a plan together that gave my wife and me a guaranteed retirement plan that gave us Peace of Mind.

Shirley R., Registered Principal, KY - Jeff is the ultimate professional. He returns calls and is genuinely concerned about the issue you are dealing with personally. He is client focused.

Dee S., Pres. CEO, Tax Specialist, OH - Jeff Archer is a knowledgeable Consultant/Advisor. Jeff goes beyond and above to help his clients while educating them on the latest strategies and investment tips. He helps explain how a product's features and benefits meet specific needs.

Richard M., Professor—Educator, OH - Jeff Archer is a young man with a sense of direction and an encompassing intelligence. I find him people-oriented, motivated, and a team player. His personality readily shows his friendly nature. I have only positive things to say concerning Jeffrey Archer.

Matt V., Owner. Asset Protection, AL - Jeff is very knowledgeable, and I have been fortunate to be associated with him for the past few years. Honestly, Jeff Archer has assisted me the most in the financial industry, and he is a significant asset to have on your side.

Mary and James, Massillon, OH - Jeff helped us when it came to providing us with a very cost-effective life insurance policy that also gave us living benefits if we got ill. He also helped us roll over our 401k into a guaranteed income to help with our Social Security. We are very grateful.