CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Marco Pallares

contact me directly
Marco Pallares

MEET YOUR LICENSED ANNUITY SPECIALIST

Marco Pallares

Marco Pallares
contact me directly

Learn More About Me

My name is Marco Pallares, 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 have over 15 years in Financial services, including over 7 years banking and finance with JP Morgan Chase as Licensed Personal Banker. I also have 7 years as Retirement Planning expert with one of the largest income planning firms in the country, and the last couple of years working with Federal Employees to plan for retirement as a Federal Benefits specialist and Federal Retirement Consultant.

I help individuals and couples meet their future income goals so that they can enjoy a worry-free future – regardless of what happens in the stock market, or in the overall economy.

As a certified Federal Retirement Consultant, I place a key focus on working with Federal employees and walking them through the retirement benefits that are available to them, as well as with filling in any income “gaps” that may be present. I am fluent in both English and Spanish, and I hold an Arizona Life Insurance license, as well as licenses in all of the other 49 U.S. states.

I reside in Arizona. But even though my office is located in Southwestern area of the country, I actually 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,
Marco Pallares

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download our retirement guide
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