About Jeff Wisuri
Learn More About Me,
My name is Jeffrey Wisuri. 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 elevated 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.
Over the past 30 years, I have helped many individuals and couples at all economic levels enjoy a worry-free retirement, knowing their money is safe, working hard, working smarter, and ready for them when needed. I truly believe that honesty and integrity are the keys to building long-lasting client relationships. I also believe in educating my clients, enabling them to make informed decisions regarding their hard-earned money.
When I started my career in 1994, I worked with school administrators. My firm held the endorsement of MASA, the Minnesota school administrator association. I provided comprehensive retirement planning services to Minnesota school districts, where I built my reputation under the scrutiny of school officials and teachers, many of whom are still my clients. I have also conducted numerous workshops on senior retirement planning in the greater Minneapolis/St. Paul area. These workshops centered on retirees’ issues in an ever-changing, sometimes unstable world.
When not working, I enjoy spending time with my 14-year-old daughter and caring for our Bengal cats, one feisty mini-Schnauzer, and our bulldog. Some of my outside hobbies include spending time with my family, enjoying fast cars, and taking trips to Florida.
I reside in Minnesota, and even though my office is physically located in Cokato, 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, 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.
Licensed in states: MN
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