My name is Mark Chafin. I specialize in helping my clients prepare financially for retirement, often including the strategic use of annuities. I help clients all over the country find ways to generate more retirement income and show them how to grow and protect their money securely during these turbulent times.
Despite the current market volatility and the elevated interest-rate environment, there are still strategies that can be put in place right now to ensure that you do not run out of income while keeping your money 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, only a few financial professionals know how to convert savings into a long-term, sustainable income (while protecting your money) so that you can spend with confidence when you retire.
With 30 years in financial services, I specialize in reducing risk and creating guaranteed lifetime income for retirees and those approaching retirement. I use a three-bucket approach: bucket one for liquidity, bucket two for lifetime income, and bucket three for long-term asset growth. This structure gives clients the certainty to spend without fear or guilt. I work with clients across the wealth spectrum, from those with $100,000 in savings to millionaires, and treat every client with the same level of dedication.
Before entering financial services, I spent years in ministry as a Youth Minister and Teaching Pastor, and taught theology part-time at Liberty University, where I earned my Master’s Degree in Theology and Counseling. That foundation in counseling and human connection shapes how I serve clients today. My wife Becky and I have personally protected most of our own assets in annuities because I believe wholeheartedly in what I recommend.
I reside in Virginia, and even though my office is physically located in Forest, 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 to visit 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,
Mark Chafin