Is your retirement working hard enough?
Most people have never stress-tested their retirement strategy. We model your actual portfolio — annuities, bonds, income riders, Social Security — against real-world scenarios so you can see exactly where you stand.
Treat your retirement
like a business.
A business owner measures performance, reduces waste, and plans for risk. Your retirement portfolio deserves the same discipline.
Maximize Net Income
We analyze your current portfolio structure — annuities, bonds, Social Security timing — to identify where retirement cash flow can be improved without adding risk.
Stress-Test Your Strategy
What happens if markets drop 40% in year two of retirement? What if you need long-term care at 78? We run your actual numbers against hundreds of real-world scenarios.
Optimize Your Portfolio
Based on the analysis, we show you where your portfolio may be underperforming and what a rebalanced strategy could look like — with guarantees, income, and protection integrated.
Mark McCanney helps Ohio families see whether their retirement strategy is actually working.
He is an independent advisor — no company scripts, no product quotas, no pressure to recommend anything you don’t understand. Mark’s job is to take the data locked inside your portfolio statements and annuity contracts and translate it into a plan you can actually evaluate.
Mark specializes in retirement income strategies using indexed products that provide tax-advantaged growth and protected income: Fixed Indexed Annuities (FIA) and Indexed Universal Life (IUL). These are nuanced contracts. They deserve nuanced analysis — not a sales pitch.
Are your investments working hard enough?
Many portfolios carry hidden drag from fees, misallocations, or underperforming products.
Could your retirement income be improved?
Small shifts in timing, allocation, or product structure can produce meaningful income gains.
How exposed are you to long-term care costs?
A 3-year care event at age 82 can consume decades of portfolio growth. Most people have never modeled this.
Is your annuity still the right fit?
Interest rates, surrender periods, and your life circumstances have changed. Your contract may deserve a second look.
What happens if markets underperform for a decade?
Sequence-of-returns risk is the #1 threat to early retirees. We can show you exactly how your plan holds up.
Are you treating your retirement like a business?
A business owner measures ROI, reduces waste, and stress-tests strategy. Your retirement deserves the same rigor.
Bring your statements.
We’ll show you the math.
Mark sits down with you, reads your actual contracts, and inputs your real data into our AI-enhanced analysis engine. No templates. No generic advice. Every report is built from your fees, caps, riders, and surrender schedules.
"After Mark showed me the side-by-side, I couldn't believe I'd been paying for a product that stopped growing at year 7. We moved, and I've already recovered the surrender cost."
D.W., Columbus
"I sent the statement on a Tuesday. By Thursday I had an interactive model showing me exactly what a 3-year care event would do to what I was leaving my kids. No one had ever shown me that."
R.M., Worthington
"Mark's process is completely different. He showed me the numbers before asking for anything. That's rare. That's why I trusted him."
J. & P.T., Dublin
Ready to see your real numbers?
Our initial analysis is complimentary. You see the results before you decide anything. No products to sell. No obligation.
All projections and analyses are hypothetical, for illustrative purposes only, and do not guarantee future results. Actual outcomes will vary based on market conditions, product terms, and individual circumstances. This website does not constitute investment, tax, or legal advice. Consult your qualified professional before making financial decisions. Insurance products are offered through Mark McCanney, Licensed Insurance Producer, OH License #579496.