Personalized Guidance from Our CEO, Cole Davis
When you work with us, you’re not just another number — you’re a valued relationship.
CEO and founder Cole Davis personally meets with each client to understand their unique goals, concerns, and dreams.
With years of experience in retirement planning and wealth preservation, Cole brings deep industry expertise, a passion for protecting families, and a commitment to designing the perfect-fit strategy for every client he serves.
This direct access ensures you’re getting the highest level of attention, insight, and care — no middlemen, no confusion, no one-size-fits-all plans.
RetireWealth Innovate
We help you secure a retirement you can truly enjoy — without fear of market losses. Our strategies are designed to protect your principal, create guaranteed lifetime income, and give you complete peace of mind, no matter what the markets do.
Unlock Financial Freedom with IUL & Infinite Banking
Discover the powerful combination of Indexed Universal Life (IUL) insurance and the Infinite Banking Concept (IBC). With IUL, you gain life insurance coverage while growing cash value linked to market indexes—offering growth potential with downside protection. Pair that with IBC, a strategy that lets you use your policy as your own personal bank—accessing funds on your terms for investments, emergencies, or major purchases.
Mortgage Protection
Life is unpredictable. That’s why we offer mortgage protection solutions that ensure your loved ones can stay in their home, even if the unexpected happens. We help you design coverage that fits your needs and protects what matters most.
Ready to Get Started?
Work directly with Cole Davis to create a plan that’s custom-built for your future.