My name is Alex Izarraraz. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money securely during these turbulent times.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure 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 convert your savings into a long-term, sustainable income (while protecting your money) so you can spend with confidence when you retire.
I’ve had an extensive career in the financial services industry, having served clients while working at different companies, including local bank branches, USAA, and Charles Schwab. I have two Bachelor’s degrees in Business Administration from California State University, Long Beach. I’m passionate about using my knowledge to help my clients find the peace of mind they deserve in retirement.
I was motivated to work with annuities after seeing my parents, small business owners who never planned beyond their business, struggle financially. It pained me to see the downside of failing to plan and prepare for their future. Now, I use my expertise to help others avoid those mistakes.
Outside of work, I enjoy the great outdoors, including hunting, fishing, and hiking. I am also a bona fide soccer dad. My wife, Barbara, and I have been married for 23 years and counting. We have two children: Ayelen, who is in college, and Alejandro, a sophomore in High School. I love spending time with my family every chance I get.
I live in Texas, and even though my office is physically located in San Antonio, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so we are all on the “same page.” That way, you can see firsthand 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 my meetings are conducted over the phone and virtually, so you do not need to leave your home or visit me in my office.
Sincerely,
Alex Izarraraz