My name is Bruce Colwell, and I enjoy solving the puzzle known as “retirement.” Our team has all the tools you’ll find necessary to complete your due diligence. There are so many carriers and products offering such a wide variety of features that it is nearly impossible for anyone to stumble across their “best” option. I’ve been told that I’m great at simplifying the evaluation process, identifying blind spots, and making it easier for you to make educated decisions!
I have over 14 years of experience in finance, specializing in the leveraged use of annuities and life insurance. After graduating from Carnegie Mellon University, I began my career at MetLife, which was at the time the most competitive national brokerage in my hometown. I learned that while all insurance companies offer similar products, no single company can possibly provide a complete solution for every unique situation. Each one has its own competitive advantages.
Unfortunately, my Father never got to enjoy his retirement. While losing him at a young age was devastating, the experience inspired me to become a master of my own finances. Seeing him lose control of his health made me realize that everyone needs to plan ahead, no matter what. My first client was my Mother. Guiding her through that complex situation taught me how to convert savings into long-term sustainable income, allowing her to spend with confidence.
When I’m not working, my wife and I enjoy hiking, biking, and sightseeing. I’ve been gifted in working with my hands, and I often help family with home improvements. I try to inspire everyone I meet to embrace their unique creative potential. I’ve never forgotten where I come from and I find it fulfilling to give back to those who are less fortunate in our local community.
While I’m physically located in Pittsburgh, Pennsylvania, I meet virtually with clients throughout the United States. Today’s technology is amazing, allowing us to meet “face-to-face” online. By sharing my computer screen with you, I can make sure that we are on the “same page”. I’d like you to see first-hand how you can preserve your capital and control your retirement income.
I do my best to “keep it simple” and show you how other Americans are using annuities to accomplish their goals. My approach is all about providing you with personalized insights. No matter where you are, you’ll attend all of our meetings either over the phone or virtually using your computer, so you can stay home rather than have to travel to my office.
Feel free to reach out when you are ready to receive expert retirement planning guidance. I look forward to helping you compare all of the available annuity options and decide which ones are the most appropriate for providing your dream outcome. Thank you for the opportunity to become your personal Annuity Investigator.
Sincerely,
Bruce Colwell
