My name is Jeff Musgrove. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients 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 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, a 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 come to this industry from a non-traditional background. While I was a student at Texas A&M University, I became a professional firefighter and paramedic. It was during my firefighting career that I married my wife, Cecilia, in 1987. After several years in the fire service and four children later, it became clear that I wanted to make a career change.

Today, my focus is to help families live the life of their dreams in retirement. I not only assist families in planning their retirement income, but I have also successfully passed the Series 65 Investment Advisers Law Exam in 2016 and am proud to be an Investment Adviser Representative. As a retirement planner, I like to focus on educating my clients and take the extra time to help them navigate whatever hurdles they might be dealing with. I always go above and beyond to build personalized strategies for each client, every time.

When I’m not helping others reach their financial goals, I enjoy spending time with my family, serving in my church, and savoring the outdoors.

I reside in Texas, and even though my office is physically located in Houston, 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, 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.

Sincerely,
Jeff Musgrove