My name is Bonnie Griffith. 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 elevated 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 convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.
If you’re worried about your retirement concerns and questions, don’t be! My approach is educational and non-threatening, designed to put you at ease and help you make the best decisions for your future.
I’m a financial fiduciary with over 40 years of experience assisting pre and current retirees to navigate the financial complexities of retirement. As a fiduciary, my legal obligation is to prioritize the best interests of my clients. That’s why I approach each client with a “Full Disclosure” approach, which helps them understand the products and services I offer while building trust. Over the years, I’ve experienced it all, and I’m passionate about teaching and sharing my experiences with others so they don’t have to make the same mistakes.
I received my Bachelor of Science in Business Administration from Southern Illinois University and continued my education at Boston College and American College, becoming a licensed R.I.C.P.® Retirement Income Certified Professional. Currently, I am a Registered Investment Advisor Representative with Brookstone Capital Management.
When I’m not working with clients, I love spending time with my family and friends in my home state of Illinois.
While I am currently living in Illinois, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you 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 asked questions in a simple, personalized way. All 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 to me when you are looking for retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.
Sincerely,
Bonnie Griffith, IAR, RICP®
