My name is Eric Leibowitz. 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 safely during these turbulent times.
Despite the current volatility in the market and the heightened 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.
While most financial advisors are more than happy to offer 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 also protecting your money) so that you can spend with confidence when you retire.
My career in the financial services industry started in 1987 with investment and retirement planning for individuals and companies. I enjoy helping people achieve the goal of never running out of money during retirement. I also ensure people sleep well at night knowing their investments are safe no matter what is happening in the world.
I received my degree in business and accounting from Rider University. And although I do not practice law I studied at the University of Bridgeport School of Law with an emphasis on tax law. This gives me a unique advantage when helping clients prepare for retirement while minimizing taxes.
Outside of the office, I love to spend time with my wife and 3 children. We share a love for travel, sports, music, movies, golf, and family gatherings. I take pride in the success of my children and am satisfied knowing my success has helped them thrive in their own lives.
I reside in New Jersey, and my office is physically located in Colts Neck, I can work with clients throughout the United States. Through our advanced technology systems, we can not only meet “face-to-face” virtually online, but we can also share computer screens so 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 take place 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 if you’re looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Eric Leibowitz, AIF
