About Us
At Intelligent Annuity Solutions, we believe in the power of understanding. Our journey began with a commitment to share the insights we've gathered over two decades in the annuity industry. We recognize that annuities can be intricate and often misunderstood, which is why we dedicate our efforts to helping to ensure you grasp every aspect of your annuity. Although we focus on annuity education, we offer a full range of financial planning strategies.
Our Mission
Intelligent Annuity Solutions will enhance annuity ownership through education. Our mission is for clients to understand how annuities work, how much they cost, and how to use them as tools to pursue their income and legacy goals.
Based in Hudson, Ohio, our company is dedicated to serving retirees and those planning for their future. With our expertise, we strive to be a experienced resource, guiding you through the complexities of annuities with empathy and service. Join us on this journey, and together, let's explore how annuities can fit into your retirement plan with confidence and assurance.
founder and wealth advisor
Bryan McInerney
After two decades of representing major insurance companies as an annuity wholesaler, I founded Intelligent Annuity Solutions, LLC. My journey took me across eight states, where I worked closely with bank, wire house, and independent financial advisors, as well as their clients, to provide education and training on annuities. This experience offered me a unique perspective, allowing me to see through the eyes of the insurance company, the financial advisor, and the annuity owner.
Throughout my career, I observed three common challenges: the complexity of understanding annuities, the lack of awareness about their costs, and the frequent mistakes that can disadvantage annuity owners. My mission is to address these issues by educating individuals, helping them better understand their annuities and avoid common pitfalls.
I hold a Finance degree from Ohio State University and am an avid Buckeyes fan. In my leisure time, I enjoy playing golf, having had the privilege to play on three continents with my closest friends. I also have a passion for fly fishing and cheering for my favorite teams from Cleveland and Kansas City. Above all, I cherish traveling and spending time with my wife, Tanya, and our four children. Our twin sons are on the verge of college graduation, while our daughters are active in running, lacrosse, and academics.
Contact Us
Are You Ready To Take Your First Steps?
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.