My name is Neil Dekter. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income while showing them how to securely, grow, sustain and protect their money during these turbulent times.
Despite the current volatility in the market and the unsettled interest rate environment, there are strategies you can put in place right now to ensure you will have a lifetime of guaranteed income while keeping your money securely protected from future market downturns.
While most financial advisors provide you with investment tips and growth opportunities for your portfolio, select financial professionals know how to convert your savings into a lifetime of sustainable income by removing the fear of financial loss so that you can spend with confidence when you retire.
After graduating from the University of Toronto with degrees in business and economics, I worked for 15 years trading currency on the stock exchange floor until 1983. I was then offered a position in California with Mutual of New York which I accepted. Five years later I moved to work with Northwestern Mutual for four years. I then made the transition to a solo career focusing primarily on safeguarding my client’s savings, 401k’s, pensions and investments.
Throughout my more than 30 years providing retirement guidance, I have always followed a singular philosophy which is: placing my client’s needs above all else while cultivating long-term relationships. My practice uses the latest customized retirement strategies with zero risk of loss, and as a result, provides cash accumulation, guaranteed lifetime income, tax-deferral, legacy planning and, estate guidance.
In addition, I am a specialist in structuring benefits that can double a client’s long-term health care needs based on their specific situation. With healthcare costs rising out of control, you can be assured that I can design the right financial plan for you. Lastly, when I am not at work, you can find me scuba diving and hiking. I also enjoy traveling to maximize my time with my wife, children and, global family and friends.
While I am currently living in Los Angeles, through our advanced technology systems, we can meet “face-to-face” virtually online, 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 can be customized to 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,
Neil Dekter
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