Find Financial Clarity in a Complicated World
Our pledge? To put your wealth on a path to protection that’s free of smoke and mirrors.
The Straightforward Strategy for Wealth
When it comes to planning your financial future, you deserve straight talk — not an acronym avalanche. Our Straightforward Strategy for Wealth was designed to demystify the process of protecting what you’ve worked so hard to earn.
Leo Irizarri
Principal
Leo Irizarri founded Wealth Transfer Consultants in 2016 with a clear goal in mind: to make financial planning less complicated and more personal.
What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, eight-page guide will help you get a head start on your retirement planning.
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
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Take the Next Step
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.