My name is John Lipka, and 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 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 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, a few financial professionals know how to convert your savings into long-term sustainable income -while protecting your money- so that you can spend with confidence when you retire.
I’ve been in the financial services industry since 2017. I specialize and focus on the protection of retirement assets. I was inspired to work in this industry after friends and family lost money in the markets due to bad financial advice. Now my goal is to provide clarity for people in or near retirement so they can make an informed decision and retire confidently.
When I’m not in the office, I enjoy spending time outdoors and traveling with my family. I’m married and have three children, two amazing boys and one beautiful girl. My wife owns a travel agency so we enjoy seeing the world and having the kids experience new things. Everything I do revolves around my family. I love spending time coaching my kids in sports.
I reside in Michigan, and even though my office is physically located in Oakland. 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, 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 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 if you’re seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
John Lipka
