Our goal as consultants is to bring unending value to the lives of our clients. Not by creating dependence on our firm or various financial products, but by insulating our clients from risks – whether known or unknown - that threaten their goals and desired financial outcomes.

Past generations have relied on large corporations and government to provide financial security. However, recessions, stock market volatility, crumbling corporations, and increased bureaucracy have transferred most financial risks to the individual. Our goal as advisors is to fill the voids left by employers and government.

We are financial strategists, we do not help our clients by just looking at one aspect of their financial lives, but through a comprehensive and holistic approach.

Leo Irizarri, director of Wealth Transfer Consultants, is a nationally recognized financial consultant, educator, and wealth planner. He is co-author of Retire Abundantly, a guide to helping retirees more fully enjoy their hard-earned wealth by understanding their obstacles and options.