Craig Misuradze

Licensed Annuity Investigator

More About Me

My name is Craig Misuradze. I specialize in helping my clients prepare financially for retirement, which often includes the proper use of annuities. I help clients from all over the country find ways to securely generate more retirement income and see how to grow and protect their money during these turbulent times.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure you do not run out of income and keep your money securely protected from future market downturns.

Most financial advisors are happy to provide investment tips and growth opportunities for your portfolio. A select few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can happily spend with confidence when you retire.

I’ve been in the financial services industry since 1999, specializing in retirement planning. As a young advisor, I burned into my brain the importance of reducing investment risk in retirement. It may not be possible never to lose money, but our mindset should always be: Great returns with the least possible amount of risk. That’s been my passion, simple mission, and philosophy to this day.

I have a BA in Business from Pepperdine University. Before that, I worked with one of the largest Medicare plan providers, where I spoke with thousands of people turning 65 and looking for answers about retirement. This experience has given me a unique perspective on the retiree’s dreams, needs, and desires. I’ve been featured in the U.S. News & World Report and Yahoo Finance and appeared on FOX, CBS, ABC, and NBC. I have authored a book titled Simple Retirement, and have been recognized by the Better Business Bureau as an Accredited Business with an A+ rating every year consecutively since 2003.

When not in the office, I especially enjoy watching March Madness, and college and professional football. I love spending time with my wife Cindy, and our daughter, son-in-law, and two grandkids, who live 45 minutes away. I also love being outdoors and exploring nature, and spending time at the beach. It is my joy and pleasure to serve people who are excited and ready to enjoy this new chapter of their lives called retirement.

I reside in California. Even though my office is in Murrieta, California, I can work with clients throughout the United States. With our advanced technology systems, we meet “face-to-face” virtually online, and 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 my meetings are conducted over the phone and virtually. So you do not need to leave your home or visit me in my office.

Feel free to reach out when seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Craig Misuradze