Darryl J. Stein

My name is Darryl Stein. 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 have over 27 years of experience in securing my client’s confidence in knowing they won’t run out of income during retirement while allowing their income to keep up with inflation. I earned my Bachelor of Science in Finance from Temple University’s Fox School of Business in 1986, driven by a passion for mathematics and finance. I authored the book “Tax Proof Wealth” to help anyone understand how to achieve true financial security, and I have appeared on Forbes Magazine’s top 2,000 list. I spent my career at Phoenix Homelife and Fidelity Mutual Financial.

After seeing the 2008 market crash profoundly impact my parents’ peace of mind, I decided to specialize in asset protection. On my final day working in my father’s business, before entering the field of retirement planning, I received advice that remains my guiding principle: “Always leave them smiling.” Building exceptional client relationships forms the foundation of every successful financial strategy. My goal is to surpass your expectations while instilling confidence in protecting your income and assets, ensuring your hard-earned money can secure a comfortable and secure lifestyle in retirement.

In my off time, I love spending time with my wife, four children, and our three Goldendoodles- Lox, Bagelz, and Picklez. Along with my wife, I’m also a competitive dancer and committed to personal fitness. I find fulfillment in giving my time and resources to various health organizations. I firmly believe that without good health, we are limited in our ability to enjoy life.

I reside in Florida, and even though my office is physically located in Fort Lauderdale, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually 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,
Darryl J. Stein