My name is Rocco Vertuccio. 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 securely grow and protect their money during these turbulent times.
Despite the current market volatility 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 offer you investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.
I entered the financial services industry right out of high school, starting with Aflac and moving to New York Life after. I worked with people from all walks of life, helping them with income, tax, and risk management strategies to help them confidently retire. My growth strategies have far exceeded industry standards, and my clients have been incredibly happy with the results my strategies have produced.
I’ve had many clients in the past who did not properly prepare for retirement and I’ve witnessed the devastation and effect it can have on their family and the younger generation. It’s a personal goal to ensure retirees enter this new chapter of their lives with a solid and reliable plan for their future.
My family is very important to me. I come from a large Italian family. While half of my family is near me in Connecticut, the other half is still in Italy. I travel to Italy as often as I can. I consider living and working in the USA an honor and a gift, where opportunity is available for anyone willing to work for it. When I’m not in the office I enjoy golfing, fishing, cars, and watching professional sports. I’m also a volunteer firefighter in my hometown.
I reside in Connecticut, and even though my office is physically located in Seymour, I can 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, so you don’t 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 achieve your retirement goals.
Sincerely,
Rocco Vertuccio
