My name is Bryan. 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 actually convert your savings into a long-term sustainable income and protect your money, so that you can spend with confidence when you retire.
My interest in finance began early through a passion for the stock market, leading me to study Finance and Business Marketing at Purdue University and Indiana State University. That foundation launched a career spanning more than 25 years in financial services, with leadership and advisory roles at respected firms including Charles Schwab, Fisher Investments, TD Ameritrade, Stansberry Asset Management, and Symmetry Financial Group. Throughout my career, I have worked with pre-retirees and retirees seeking strategies to protect their savings while generating reliable retirement income.
I specialize in annuities and Indexed Universal Life (IUL) strategies because focused expertise allows me to deliver better outcomes for my clients. My goal is to help people create financial security, protect their legacy, and retire with confidence.
Outside of my professional life, I am a proud three-time U.S. Olympic Bobsled Team member, having competed in the 1992, 1994, and 1998 Winter Olympic Games. The discipline, preparation, and teamwork required to compete at that level continue to shape how I serve my clients every day. I am also the proud father of two daughters, Emilia and Katerine, who inspire me daily. My personal motto says it best: Actions speak louder than words.
While I am currently living in Washington, through our advanced technology systems, it is possible for me to meet “face-to-face” 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 your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.
Sincerely,
Bryan Leturgez