My name is Caleb McNeill. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients 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 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, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.
I am currently working closely with my father Ryan McNeill. I am honored and blessed to be able to be mentored and guided by his 16 years of experience in the financial services industry. I share his passion and love for helping people secure their financial future. I am hungry and motivated to serve my clients as best as I can, so don’t be surprised if he shows up on a call or an appointment.
I am also teamed up with Annuity Gator. They have resources, software, and expertise I can rely on to deliver world-class service to my clients and feel confident they are getting exactly what they need to retire with confidence and peace of mind.
When I am not in the office, I enjoy playing the piano and the guitar. I also like to stay physically active and engage in creative writing and screenwriting. I live close to the community I grew up in and spend time with my 3 siblings and family. I also volunteer at my local church when possible, as well as at local fundraisers and events.
I reside in Michigan, and even though my office is physically located in Fort Gratiot, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” 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.
Sincerely,
Caleb McNeill
