My name is Warren Elkin. I specialize in helping my clients financially prepare for retirement, which often includes the strategic use of annuities. I help clients across 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 ongoing volatility in the market 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 eager to provide you with investment tips and growth opportunities for your portfolio, only a few financial professionals have the expertise to convert your savings into a sustainable long-term income (while protecting your money) allowing you to spend with confidence when you retire.
I have 30 years of experience in the financial services industry. In my years I have learned how to serve those looking to enjoy a secure and worry-free retirement. My passion for helping people comes from watching my parents lose their life savings in the stock market due to poor financial advice. My goal is to ensure my clients never experience the same painful outcome.
I received an MBA from Syracuse University. I love using my experience to help hard-working people who are ready to transition into the next chapter of their lives and enjoy the life they have earned. When I’m not in the office, my family comes first. I enjoy spending time with my family and my grandson. I’m also an avid tennis player and love walking.
I reside in California, and even though my office is physically located in Los Angeles, 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 do not need to leave your home or visit my office.
Feel free to reach out if you are seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Warren Elkin
