Welcome to Her Annuity
A clear plan. A steady income. A more confident retirement.
At Her Annuity, we help you simplify retirement decisions and build an income strategy you can trust. Whether you're preparing to retire or already there, we create a clear roadmap based on your goals, timelines, and comfort with risk—so you know what you have, what you need, and what comes next. Expect straightforward guidance, proactive communication, and a plan designed to support the life you want to live.
Discovery
We start by understanding what “retirement confidence” means to you—your income needs, goals, concerns, and priorities. Then we review your current financial picture (accounts, pensions, Social Security timing, insurance, and expenses) so we can build from real numbers and real life.
Strategy
Next, we design an income plan that fits your objectives—identifying gaps, reducing unnecessary risk, and mapping out dependable income sources. If an annuity is appropriate, we’ll explain options clearly and compare features so you can make a confident, informed decision.
Implementation
Finally, we put the plan into motion—organizing accounts, coordinating transfers, and setting up the strategy step-by-step. You’ll always know what’s happening, what to expect next, and how we’ll stay connected as your life and goals evolve over time.
What Can
You Expect?
We have designed a tailored financial planning solution that caters to your current situation.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Her Annuity is about family
We treat every client relationship like a long-term partnership—because retirement isn’t a one-time decision. At Her Annuity, you’ll feel known, heard, and supported like family, with clear guidance, honest conversations, and a plan built to protect what you’ve worked so hard to create.
Confidence Looks Good on You.
Dana Wallace founded Her Annuity to make retirement planning feel clearer, calmer, and more empowering—especially for women who want straight answers and real confidence in their next steps. Together, you’ll build an income-focused plan designed to protect what you’ve earned and create a retirement “paycheck” you can rely on. If an annuity strategy is a fit, Dana will walk you through the options in plain language—so you can choose what supports your goals, on your terms.
Begin by understanding your current position.
Clarity first — so your next decisions feel confident, not overwhelming.
Before we talk products or options, we start with you. We’ll review what you have today, what you truly want your retirement to look like, and what needs to happen for your income to feel steady and secure. You’ll leave with a clear snapshot of where you are—and a simple, empowering path forward.