“How do I turn my nest egg into a paycheck?”
Turn Retirement Savings Into Retirement Income
We help retirees and near-retirees between 50 and 70 create retirement income.
Most Retirement Planning Conversations Focus on the Wrong Question
They focus on how much you’ve saved.
But the real question is:
How much income will you have?
And answering that question usually means answering a few others:
“How can I reduce taxes in retirement?”
“How do I create a plan for healthcare?”
“How do I make sure my spouse is okay if something happens to me?”
We help you create as much predictable retirement income as possible, while addressing the risks that could interrupt it.
About Jason
You’ve Spent Decades Building. Now, Let’s Make Sure What You Built Supports You for the Rest of Your Life.
Hi, I’m Jason Canady. For the last 15+ years, I’ve worked with clients who want to enter retirement with more income, less risk, and less worry.
I’ve dedicated my practice to a single mission: helping pre-retirees and retirees ages 50 to 70 step into their next chapter with financial confidence.
The transition into retirement can feel overwhelming. Balancing Social Security timing, complex tax laws, healthcare, and concerns about market returns can feel like a full-time job.
Because I operate as a solo boutique firm, you won’t be passed off to someone else. You get direct access to me.
Together, we’ll build a resilient, predictable income plan customized for your specific retirement goals.
You did the hard work of saving. Let me do the heavy lifting to help protect what you’ve built.
When I’m not analyzing income strategies, you can usually find me giving back through local community volunteer work or spending quality time with my wife, Nicole.
Read MoreOur Approach
The R.I.S.K. OFF Method
The R.I.S.K. OFF Method is the framework we use to organize the decisions that matter most in retirement.
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Reduce
Reduce the risks that could disrupt your retirement.
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Improve
Improve the reliability of your retirement income.
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Safeguard
Safeguard the people and lifestyle that matter most.
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Keep
Keep your financial life and wishes coordinated.
OFF
Cut off worry. Bring the pieces together so you can spend less time worrying about what could go wrong and more time enjoying the retirement you worked to build.
What Clients Say
Clear Guidance. Patient Explanations. No Pressure.
A few words from clients about their experience working with Canady Financial Group.
★★★★★
“I appreciate his consistency, transparency, and his patience in educating me, which creates a sense of trust.”
— Sharleeta M.
★★★★★
“He is thorough. And he is not pushy. He doesn’t make me feel like he is trying to get me to purchase something. I would tell you that he will offer the best option suited for you.”
— Grace R.
★★★★★
“Jason is professional, patient and knowledgeable. He helped guide me through my retirement options and explained each option thoroughly.”
— Kimberly S.
Complimentary Resource
The R.I.S.K. OFF Retirement Readiness Checklist
A simple way to see what may deserve attention before retirement.
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Retirement Readiness Resource
How Ready Are You for Retirement?
The R.I.S.K. OFF Retirement Readiness Checklist can help you identify areas of your retirement plan that may need more attention.
It gives you a simple way to evaluate the risks, income questions, and financial decisions you should consider before retirement.
Get the R.I.S.K. OFF Retirement Readiness Checklist