Prepare for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Wealth Transfer Consultants, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

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Leo Irizarri Owner

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Have You Considered Inflation's Impact on Your Retirement?

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

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Annuities

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Life Insurance

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Long-Term Care Strategies

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Come Meet with Us

To learn more about Wealth Transfer Consultants or to schedule a no-obligation meeting, contact us today!

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