My name is Eric Levitt. I specialize in helping financially prepare my clients 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 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 happy to provide investment tips and growth opportunities for your portfolio, 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 began my financial career in 2005 with Northwestern Mutual in North Caldwell, NJ, after working in Wholesale Marketing of School and Warehouse Storage Equipment for 20 years. I worked with business owners and pre-retirees to help plan their retirement and use tax-efficient methods to help them plan and grow their businesses.
I graduated from the University of Bridgeport with a Bachelor’s in Marketing and Finance. I hold the FL 2-15 (life, health and annuities). In 2007, I started transitioning my practice to retirees using safe money strategies to avoid market risk.
I have been married to my wife for 32 years and have three grown daughters, two sons-in-law, and three grandchildren. When I am not in the office, I am an avid golfer and enjoy boating. With my wife, we try to take advantage of being empty nesters and travel as much as possible.
I reside in Florida, even though my office is in Fort Myers. I can work with clients throughout the United States. With our advanced technology systems, we meet “face-to-face” virtually online, and 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 my meetings are 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 when seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Eric Levitt
