My name is Dean Bernat. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients from 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 you can implement now to ensure 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 investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into long-term sustainable income—while protecting your money—so you can spend with confidence when you retire.
I’ve been in the financial services industry since 1991 when I got my insurance license and began selling health and life insurance to self-employed individuals and entrepreneurs. I have a B.S. in Business Administration from Niagara University, Niagara Falls, NY.
In 2007, I became affiliated with a company specializing in annuities and retirement planning, and I previously worked with professional football player Fran Tarkenton’s company.
Annuities can be a complex and confusing field, with many options available. That’s why I believe it’s important for people to select the right plans to meet their goals and income requirements. I enjoy learning about my client’s needs and offering my expertise to help them achieve them.
When I’m not in the office, you may find me on the golf course, enjoying time with family, particularly my nieces and nephews who I see regularly. I enjoy various professional and college sports, like to stay active in the gym, and I’ve visited the Football, Baseball, and Basketball Halls of Fame. I am naturally competitive and always enjoy a good victory in all areas of work and life.
I reside in Connecticut, and although my office is in Branford, I can work with clients across the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually, but 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, which means you do not need to leave your home or 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,
Dean Bernat
