Clifford e Wright

About Clifford e Wright

Trusted Financial Advisor to High Net Worth Families and formerly institutional…

Experience

1. Senior Investment Advisor Investment Advisor Representative

   Aspen Creek Financial And Insurance Services Llc

   Dec 2019 — Present · Miami, FL, US

   My proprietary software strategies source the highest guaranteed lifetime retirement income. Great rates of return with fixed index annuities superior to bonds, sometimes even beating S&P 500 returns, with zero downside risk. 100% of upside with no downside for the next 2 years for 1.75% fee. Beat annuity income riders by 15 to 40% with my \"laddered withdrawal & lever up\" strategy. Get inflation beating lifetime income using my bucket strategy with a growth annuity/wealth management recovery bucket maintaining original principal leaving a legacy. Don’t lose the kids inheritance.“Max Income Combo” strategy uses a SPIA to fund the first few years of retirement income allowing the annuity to roll up maximizing the income base with a high payout rate. With a volatile stock market diversify into the best FIA\'s and Alt Lifestyle Investments. YOLO strategies. We use Foundations, Roth conversions, Opportunity Zones, Deferred Sales Trusts, or Living Trusts to avoid taxes and probate. Use life insurance to avoid future estate tax increases. Set up a group variable annuity 401k defined benefit plan for corporate tax reduction and to retain employees. With decades of leadership experience in financial planning our goal is to provide individuals with clear, comprehensive information on retirement strategies with guaranteed income designed by my team of 10 CFPs. We know an annuity is not a silver bullet, however having a safe guaranteed income stream is imperative for peace of mind and your less likely to sell out of your stocks at market lows. Real return facts, exposing the myths, and thoroughly educating. Please call/text me now at 91••••••57 Cliff sometimes known as the the Annuity Ace. Managing an Onshore Insurance Desk OID for other RIAs.

Education

• University of Colorado Boulder

  Bachelor of Arts (B.A.), Political Economy

• Lund University School of Economics and Management

  Ph. D. Studies, Deveopmental Economics and Micro-Banking

  2001 — 2002

• Roger Corman Warner Brothers Sony MTV ICM CAA

  Film Producer Director Writer Scraper Film School of Hard Knocks, Film Directing

  2002

• Cornell University

  Too boring for me-used my National Merit Scholarhsip to transfer to UVM, Pre-Med

• The American University of Paris

  Year Abroad on a National Merit Scholarship, International Economony and Political Science of France, Germany, England and the EEC.

• University of Vermont

  Political Economy