Most Americans enter retirement without a real protection plan. The Buckeye Shield closes that gap — a layered defense against the 10 risks that can undo decades of saving, built with the same game-planning mindset I used as a free safety on the field.
Tap the risks that worry you most about retirement.
Every risk you select becomes part of your review — we build the strategy around what actually concerns you, not a generic checklist.
Most people approaching retirement have no idea how many threats exist to their financial security. The Buckeye Shield has a proven strategy for each one — whether you're in Northern Virginia, Richmond and Central Virginia, or Southern Virginia toward Lynchburg and Danville, the review happens locally, not over a call center script.
A layered defense, not a single product. Each piece addresses a different risk from the list above.
Protect principal while capturing market upside. Gains lock in permanently each year — ideal for those 5–15 years from retirement.
Build a tax-free retirement income engine. Cash value grows tied to market indices with downside protection.
Life insurance and long-term care in one policy — your money always does something meaningful, no "use it or lose it."
Stop the Tax Torpedo before it fires. A conversion ladder mapped to reduce future RMDs and lifetime tax liability.
"My biggest fear was outliving my savings. Lee showed me how a properly structured FIA could guarantee income I literally cannot outlive."
"I watched my 401(k) drop $80,000 in six months. Lee showed me how an FIA captures gains and locks them in. I've slept better ever since."
"I had $620,000 sitting in a traditional IRA. Lee showed me RMDs meant the government was a silent partner in nearly a third of it."
Lee Boone's proprietary retirement protection framework. It layers a Fixed Index Annuity, an IUL policy, hybrid LTC coverage, and a Roth conversion ladder to address all 10 major retirement risks in one coordinated plan.
Longevity, inflation, market volatility, withdrawal rate, healthcare and long-term care, tax, Social Security, legacy and estate, liquidity, and sequence of returns risk. Any one can derail a plan that took decades to build.
An insurance contract that grows money tied to a market index with a guaranteed floor — principal can't be lost to a downturn, and gains lock in permanently each year. Best suited to those 5–15 years from retirement.
Nothing. It's a free, no-obligation session covering your retirement income gaps, tax exposure, and a protection strategy matched to your timeline.
Yes — licensed in Virginia, Maryland, North Carolina, South Carolina, Arkansas, Texas, Ohio, and Tennessee. Not currently licensed in New York.
Tell us a little about your situation. Lee reviews every submission personally and follows up within one business day.
Prefer to just grab a time? Book directly on the calendar →