We understand the anxiety you may be feeling as you approach retirement. You may be wondering, “Will I have enough?” “Will my spouse be okay?” “Will I be able to live the life I want?”

At Carazo Wealth Management, we help you achieve financial independence in retirement. As your fiduciary, we work to address your concerns and provide you with a financial plan that will help you to live comfortably in retirement.

We believe in the importance of implementing a low-risk income strategy to cover your monthly expenses. To do so, we select appropriate annuities and/or life insurance products that meet your specific requirements and maximize your income.

We also conduct a thorough review of your Social Security benefits, taking into account your age, marital status, life expectancy, income requirements, retirement goals and more. This allows us to optimize your Social Security payments to enhance your monthly payments.