CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?


Barbara Halperin

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Learn More About Me

My name is Barbara Halperin, 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.

I have more than two decades of experience with helping to grow my clients’ assets with zero market risk, as well as with lowering their taxable income. A former schoolteacher, I am an educator at heart – and I use my skills to help my clients better understand how to take advantage of various tax breaks, and in turn, to eliminate heavy and unnecessary taxation.

With many retirees’ fears about running out of money – at a time that they need it the most – I show my clients how they can access tax-favored dollars, as well as how to multiply their IRA values and to ultimately leave an income tax-advantaged inheritance to their loved ones.

I have worked closely with Patrick Kelly, author of Tax Free Retirement, The Retirement Miracle, and Stress Free Retirement.  I help my clients take advantage of section 401(a)9 of the Federal Tax Code-which is now the second largest tax break in the IRS code. In addition, my articles have been featured in Forbes and other noted financial publications.

I reside in Lincolnshire, Illinois, a suburb of Chicago. But even though my office is located in the 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.

Barbara Halperin

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