My name is Dave Anthony. 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 25 years of experience as a retirement planning specialist, helping my clients save hundreds of thousands of dollars throughout retirement by avoiding unnecessary fees, expenses, taxes, and penalties. I’ve had the privilege of working at some of the largest firms on Wall Street, including Merrill Lynch and UBS. My journey in finance began with a degree in Finance from Utah State University, along with minors in Economics and Spanish. I also completed the Certified Financial Planner (CFP) coursework and exam.

Before joining Annuity Gator, I honed my skills at prominent Wall Street firms, including Merrill Lynch and UBS. I hosted my live call-in radio show for several years, specializing in advanced retirement income planning techniques tailored for retirees. I’ve also had the privilege of teaching my innovative “Supercharged Roth IRA Conversion” to CPAs, attorneys, financial advisors, and thousands of retirees nationwide. As a seminar speaker, I enjoy educating retirees on the benefits of having the right “financial tools” in place through comprehensive and integrated planning.

When I’m not helping retirees with their annuity questions, you can find me exploring Utah’s mountains, lakes, and rivers with my wife and six kids. As an Eagle Scout, I’m an avid canyoneer, white water kayaker, and climber. My overarching goal in life is to make my world better for everyone around me.

I reside in Utah, and even though my office is physically located Heber City, 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,
Dave Anthony