As an independent financial advisor for over 25 years, I specialize in helping my clients 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 securely protect their money during these turbulent times.

Despite the volatility and uncertainty in the market, and the current 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 more than three decades of experience in the insurance and financial services arena, with a key focus on helping both individual and business owner clients grow and protect assets, as well as to generate a stable, reliable income in retirement – regardless of how long they may need it.

I’m the President of Oak Brook Financial Group, Ltd., as well as a Co-Principal of Oak Brook Advisors, Ltd. As a Bank On Yourself Professional for more than 19 years, I am able to provide some unique – and powerful – tax-advantaged growth and income strategies that are often overlooked by other advisors.

Due to my vast experience and expertise, I have been published and quoted in numerous media outlets, including Entrepreneur magazine, the Charlotte Business Journal, Business Today, and Fox News. I have also been a featured speaker at many local and national events throughout the years.

Based in Sarasota, Florida, I 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 to help you meet your specific goals.

I take the mystery out of annuities and clarify misinformation in regard to annuities by answering the most commonly asked questions in a simple, personalized way. 

All of my meetings are conducted over the phone and “virtually” online, which means you can get all of your questions answered from the comfort of your home or office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Let me help you “Take Charge of Your Financial Future.”

Sincerely,
Russ Grzywinski, RIA