My name is Tony Fiorillo. 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 and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the low-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, 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 call this phase of life ‘Distribution Theory’ and there is a science to it that doesn’t end when an annuity is purchased.

I attained a degree in Economics from Eastern Illinois University and studied International Business at the University of London. In addition, I’ve studied Investment Decisions and Behavioral Finance at Harvard University. I worked through college at a public accounting firm, advising clients on tax and financial matters. Although my tax experience has proven invaluable, I’ve specialized in investments for more than twenty years. I served as a Controller of a multi-state produce distribution company for three years.

I have held designations as a Registered Securities Principal as well as a Registered Securities Representative with a national NYSE registered broker-dealer, member NASD/SIPC. I’m President of Asset Management Strategies, Inc., a Registered Investment Advisory. The firm works closely with several accountants and attorneys, including the largest national law firm that specializes in litigation against stockbrokers. I’ve also designed a proprietary online platform to support participants of 401K, 403b and 457 Plans nationwide.

I have authored, or been quoted in, a variety of publications including the Wall Street Journal, Bloomberg Wealth Management, Money Magazine, Smart Money, Indianapolis Star, Indianapolis Business Journal and accounting trade journals. I’ve spoken at planning conferences from London to Cabo San Lucas, Aruba to Vancouver, and across the US. I’ve taught investment classes on the high school and collegiate level, and I’m the former co-host of “The Asset Management Strategies Show” weekly radio program. Along with several civic and social boards, I’ve served as Chairman of the Indiana Council for Economic Education and I’m active in Angel Flight – Indianapolis, which flies non-emergency, medical-related children and families to various facilities.

I reside in Indiana, and even though my office is physically located in Indianapolis, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” 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. Don’t worry, we’ve been doing this for years and the technical work is all on us.

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 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,
Tony Fiorillo