My name is Jameel Branch. 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 securely grow and protect their money during these turbulent times.
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 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 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 you can spend with confidence in retirement.
I have over 20 years of experience in the financial services industry, specializing as a real estate and financial advisor. Over the years, I have learned to help clients piece their retirements together, with pensions, Social Security, defined contribution plans, life insurance, health care insurance planning, and annuities.
I found annuities to be a fantastic tool for various retirement scenarios such as filling income gaps, legacy planning, and other essential financial strategies. I enjoy helping anxious retirees find peace of mind and comfort, knowing they will never run out of money as long as they live. I run my practice by the Golden Rule and do unto others as you would have them do unto you.
When I’m not in the office, I enjoy bike riding, gardening, and spending time with my wife, Charlene, our daughter, Amber, and our granddaughter, Mariyah. I’m also a big dog lover. I strive to keep my family moving forward and progressing so we can live our dreams. It’s an honor to help my clients live their dream retirement.
Although my office is in Washington, D.C., I work with clients across 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 firsthand 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 and personalized way. All of my meetings are over the phone and virtually, which means you do not need to leave your home or visit 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,
Jameel Branch
