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I’ll teach you how to make money. Generate 10 – 15% Annual Income Using Conservative Options Strategies.

Learn a proven, low-risk approach designed for consistent, long-term results.

Proven rules-based strategies

Step by step coaching available

Suitable for conservative investors

Active income investing

Why 5th Option Strategy?​​​

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Specializing in active income investing using options in a conservative manner.

Retired?

  • Are you retired or nearing retirement — and frustrated with high advisor fees while earning meager returns?

  • As a former Financial Advisor I know the industry withdrawal rate is 4-5%, which is sub optimal.

  • Are you a DIY investor struggling to make consistent profits in the market, with or without options?

  • I’ve been using this strategy to manage a family office for over a decade, targeting 12–16% annual withdrawals through dividends and option premiums without selling a single share.

  • Best years: 15–18% annual withdrawals (2023–2025)*

  • 10% in annual withdrawals (for the tough years) (2008-2012 Financial Crisis)*

Too good to be true?

(*) actual numbers / 2008-2012 are backtested numbers

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Client Testimonials

Conservative options methods focused on time decay and structured risk management to produce dependable income.

Meet John

Why I am doing this:

I'm no longer a financial advisor.  I now manage intergenerational wealth for my family utilizing the 5th Option Strategy, which encompasses a variation of the covered call strategy.

 

I have an BBA and MBA in finance.  I've traded options full-time since 2012.  More importantly, I discovered a way to use options in a conservative manner which can be labeled as "active income investing" that has historically generated positive cash flow even during negative markets.  It's time to share this knowledge.

 

I've set up this education website to help people looking to maximize their retirement income for themselves.  I have consistently had a withdrawal rate between 10-16% per year without selling one share, which is a much higher rate than what the financial industry uses.  There's no golden goose or way to always hit homeruns, but there is a way to consistently hit singles.  The 5th Option Strategy has given my family that elusive financial freedom.  It's tough out there for DIY'er investors.  Whatever strategy you use be sure to see how it would have endured the 2008 Financial Crisis.

How Do I Get Started?

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