About
Overview
BBB Accreditation & Rating
About This Business
The biggest concerns people have for retirement are market losses, out-living their money, not having enough monthly income to maintain their lifestyle, paying taxes, and inflation that cannibalizes their retirement money.
We help people solve these concerns with a custom retirement income plan to get you through retirement with financial security. That means no market losses, income guaranteed for life, income that increases to protect you from inflation, and income that may be completely tax-free.
These retirement wealth strategies are not just for the wealthy. We work with people at all income levels. There are no client fees for any of our services.
BBB Accredited Since: 5/16/2025
Years in Business: 8
Products and Services
Photos and Videos
Business Details
- Local BBB:
- BBB Heart of Texas
- BBB File Opened:
- 5/12/2025
- Business Started:
- 7/1/2018
- Business Incorporated:
- 9/28/2022
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Bruce Lazarus, Owner
Additional Contact Information
- Principal Contacts
- Mr. Bruce Lazarus, Owner
- Customer Contacts
- Mr. Bruce Lazarus, Owner
- Social Media
- YouTube
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Licensed Insurance Producer.
Arizona #18845762
California #0M44531
Colorado #827074
Montana #3002717095
Oregon #18845762
Texas #2673597
Additional Information
- Other Resources
- Texas Department of Insurance
333 Guadalupe St
Austin TX 78701
Phone Number: (800) 252-3439
http://www.tdi.texas.gov - Business Categories
- Financial Consultants, Financial Planning Consultants, Life Insurance, Insurance Consultant
Latest Reviews
Cynthia M.
"REMOVEDLazarus of the Lazarus agency was extremely helpful in helping me to choose the best options to fit my needs for my retirement. REMOVEDwas professional, friendly, and very thorough in all of his explanations." ... Read full review
Scott
"REMOVEDhas been very professional and supportive. His skill level in regard to wealth management has been immeasurable." ... Read full review
Lizzie
"I entrusted my retirement income to REMOVEDAgency and was not disappointed. Mr REMOVEDis a very trustworthy person." ... Read full review
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