My name is Doug Burnip. I specialize in assisting clients with financial retirement preparation, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and find secure methods to grow and protect their money during these turbulent times.
Despite the ongoing market volatility and the elevated interest rates, there are still strategies that you can implement now to ensure a steady 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, only a few have the expertise to convert your savings into a sustainable long-term income, ensuring your money is protected so you can retire with confidence.
I’ve been in the financial services industry for more than 40 years. Although I faced challenges early in my career, I gained extensive knowledge in money management, retirement savings, and preparing for a comfortable and worry-free retirement. Throughout my career, I’ve worked in employee benefit management, life insurance, annuities, disability insurance, financial planning, and more.
I was inspired to work with annuities due to the reduction in employer-paid pension plans and the lack of access to reliable information on transitioning from accumulating retirement funds to planning retirement withdrawals. I take pride in being a trusted resource for pre-retirees and retirees, providing the answers and advice they need to retire with confidence and enjoy a peaceful and enjoyable retirement. I love the saying by the great comedian Milton Berle “If opportunity doesn’t knock, build a door.”
When I’m not in the office I enjoy spending time with my wife of 44 years and counting. We have 2 married daughters and 3 grandchildren, plus one on the way. It is now my pleasure to spoil my grandkids and send them back to their parents guilt-free. One highlight of my life is an annual fishing trip in Canada with my family, a tradition that began 57 years ago when my grandfather first took me and I was hooked. I recently started playing pickleball as a way to stay active and have fun.
I reside in Ohio, and even though my office is physically located in New Albany, 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, we can also share computer screens ensuring 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,
Doug Burnip
