My name is Tom Scheurer. I specialize in helping my clients financially prepare for retirement, often through the strategic use of annuities. I help clients all over the country find secure methods to generate more retirement income and see how to 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 that you can implement 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 investment tips and growth opportunities for your portfolio, a few financial professionals have the expertise to convert your savings into a long-term sustainable income ensuring your money is protected so you can spend with confidence in retirement.
I’ve been in the financial services industry since 1990. I have dedicated myself to stay ahead of industry trends, ensuring my clients benefit from the most robust and reliable financial solutions available. My goal is to simplify the sometimes complicated financial landscape and create a clear and secure path for my clients to achieve their goals and retire with confidence.
I am passionate about helping people ensure they never run out of money in retirement. Throughout my career, this has been my driving force. I always take the time to get to know my clients and learn about their needs, dreams, and desires for living a secure and worry-free retirement. I live by the saying “People don’t care how much you know until they know you care”.
When I’m out of the office I enjoy playing tennis and practicing my standup comedy routines. Maybe I can make you laugh a few times when you work with me. I come from a large family, I have 9 siblings and enjoy spending time with them. Additionally, I continue my 26-year study of Kabbalah as a dedication to my personal and spiritual growth.
I reside in Florida, and even though my office is physically located in Delray Beach, 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, so you do not 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 reach your retirement goals.
Sincerely,
Tom Scheurer
