My name is Andrew Wallop. 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 during these turbulent times securely.

Despite the current volatility in the market and the current 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, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

After graduating from Denison University in 1987, I trained in merchant and investment banking in London before moving to Taiwan, where I worked for 18 years. For the past two decades, I have been helping clients financially prepare for college and retirement. Whether you are looking to secure a guaranteed income, grow your nest egg worry-free, or create a protected legacy, the right annuity can go a long way toward accomplishing your goals in a stress-free manner.

I take great pleasure in not only researching the best possible plan for each individual – no two circumstances are ever the same – but also in taking as long as it takes to educate clients and walk them through their options and help them to make the best decision towards implementing a worry-free plan. There are hundreds of annuity products out there, and it is my mission to do the legwork for you and help you find the best solution for your unique circumstance.

I enjoy working face-to-face online with my clients, where I can share my screen and show you- rather than tell you- concepts and solutions. I always aim to break down complex ideas and turn them into an understandable, workable solution for your retirement planning. I look forward to helping you take the mystery out of annuities, answering all your questions in a simple and personalized way, and helping you reach a solution that accomplishes your goals and gives you peace of mind.

I currently live in Thousand Oaks, California with my wife and 2 children. My favorite hobbies include travel, music, reading, surfing, and exploring our mountains and canyons with our 4 crazy but lovable cattle dogs.

I reside in California, and even though my office is physically located in Thousand Oaks, 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,
Andrew Wallop