My name is Adam Grubius, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. Despite the current volatility in the market and the low-interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns. While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

With more than a decade of experience in the financial services industry, I work with my individual and business owner clients on retirement planning, as well as on estate planning and business continuation strategies.

I hold several insurance and investment licenses, including the Series 65, Series 6, and Series 63 for securities, and life, health, and property/casualty insurance. I received my degree in Finance from Oakland University, where I was also a member of the Kappa Psi professional fraternity and the FMA group financial management association.

I reside in Rochester, Michigan. But even though my office is located in upper Midwest, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely, Adam Grubius