My name is Joe Ferrazza. 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 high interest rates, there are still strategies you can implement now to ensure steady income and securely protect your money from future 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 protecting your money) so that you can spend with confidence when you retire.
I’ve spent over 20 years in the financial services industry. Before that, I had the privilege of working for the NFL Charter Franchise, the Chicago Bears, and alongside NFL Hall of Fame Running Back Walter Payton early in my career. This experience was both inspiring and educational, teaching me valuable lessons in teamwork, perseverance, and excellence—principles that have carried over into my professional journey.
I received my bachelor’s degree from Marquette University and an MBA from The Lake Forest Graduate School of Management. My motivation to enter the annuity industry stems from a desire to help individuals secure their financial futures, particularly in retirement. Annuities offer a unique way to provide guaranteed income for life, which can be a crucial element of a well-rounded retirement plan. The opportunity to educate clients about the benefits of annuities and help them navigate the complexities of retirement planning is both challenging and fulfilling.
In my free time, I love playing the guitar, which is a great way to unwind and express creativity. Traveling with my wife and our three children is another passion of mine, as it allows us to explore new places and create lasting memories together. My long-standing marriage and close-knit family relationships highlight the importance I place on stability, love, and shared experiences. I work to live and emphasize work-life balance, ensuring that my family remains central to my life and that I can fully support both my personal and professional endeavors.
I reside in Illinois. Even though my office is physically located in Arlington Heights, 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, so 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,
Joe Ferrazza
