My name is Marcus Brutoco. 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 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, 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 been coaching financial advisors and insurance agents to find the best annuities for their clients for a decade.

I got my first start as a financial planner with Northwestern Mutual. From there, I transitioned to a role as a consultant, where I collaborated with financial advisors to incorporate financial products uniquely tailored to clients entering retirement. I also joined a tech startup a little later, teaching financial advisors and insurance agents how to utilize a software platform to find the most suitable annuity options for their clients.

“Work, Love, Breathe” is the personal motto I live by, reminding me of the values guiding me in my journey. Guiding individuals towards secure retirement strategies during this crucial stage of their lives is a blessing and a privilege I cherish daily. I am grateful for the blessings I receive daily and understand that they come with a cost.

Family plays a very significant role in my life, and I myself come from a large, close-knit family. In 2022, I married my wife, Marilyn, and we look forward to building our own clan. Already, I have the honor of being the favorite uncle to many nieces and nephews. Among my hobbies, I particularly adore audiobooks, and over the last decade, I have “read” more than 200 titles, mostly non-fiction. When I’m not engrossed in work or learning, I find joy in trail running, collecting music, and cheering for the Notre Dame football team.

While I am currently living in California, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you 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 asked questions in a simple, personalized way. All 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 to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.

Sincerely,
Marcus Brutoco