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Jeff Katz

Licensed Annuity Investigator

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More About Me

My name is Jeff Katz, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that 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 you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I’ve been helping clients plan their financial futures for more than 35 years, with a key focus on increasing investment returns, while at the same time lowering risk and protecting principal. In 1998, I founded Sun Cities Financial Group, a company that provides individuals and families with high yields from insured and guaranteed deposits that are not available through traditional banks or brokerage firms.

Another key priority for me is ensuring that both consumers and business owners are well educated about financial matters. In doing so, I have taught classes for investors, as well as for financial professionals. In addition, I am the host of a local radio show that discusses a wide range of financial topics.

I reside in Glendale, Arizona, with my wife and two children. But even though my office is physically located in Arizona, I work with clients throughout 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 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.


Jeff Katz