My name is Bill Grossman, and I specialize in helping my clients financially prepare for retirement, which often includes the strategic use of annuities. I help clients from 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 elevated interest-rate environment, there are still strategies you can implement 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.
After working in the insurance industry for 5 years, I launched my independent practice. My role has always been to meet clients where they are financially and identify ways where I might be of assistance. I also educate clients about the difference between retirement income planning and growing their money during their working years. I help them understand there is a way for some of their money to be safe and growing while keeping it free from market loss and fees.
I also help with health insurance in retirement (Medicare), Social Security planning, and answering a crucial question: Is Long-term care insurance right for me? I wish I had a dollar for every time a client said to me, “This is what I am looking for.” I live by the motto: Be fair and honest and you will be successful in life and business.
When I’m not in the office, I enjoy golfing with friends in the morning and spending time with my wife at the beach, walking, or reading. The perfect day for me is spending time with any of my three grandchildren. Our children, Holly and Billy, still live close by and we see them regularly.
I reside in Rhode Island, and while my office is physically located in Bristol, I can work with clients across 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 over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are seeking retirement planning guidance or annuity recommendations to help you reach your retirement goals
Sincerely.
Bill Grossman
