Money Moves That Matter
TEACHER RETIREMENT CONSULTANTS
Your Trusted Guide to Retirement & Pension Planning
Money Moves That Matter
TEACHER RETIREMENT CONSULTANTS
Your Trusted Guide to Retirement & Pension Planning
✅ WHY CLIENTS TRUST ANNA BEREZOWSKA
💧 15 Years of Direct Financial Services Experience
💧 Independent, Fiduciary-Minded Approach
💧 Tailored, Transparent, and Results-Driven Planning
✅ CAREER TIMELINE
💧 Best Fixed Annuities, LLC (2017 – Present)Specialized in custom-designed annuity strategies and conservative retirement plans for pre-retirees, business owners, and federal employees.
💧 Prudential / AXA Advisors (2014 – 2021)Developed investment plans, insurance strategies, and small business solutions.
💧Fidelity Investments (2011 – 2014)Served as Account Executive managing household investment portfolios and rollovers.
💧 Merrill Lynch Private Client (2010 – 2012)Designed financial plans focused on asset preservation for HNW individuals.
Anna Berezowska | Founder
Senior Pension & Retirement Advisor
Anna Berezowska | Founder
Senior Pension & Retirement Advisor
✅ WHY CLIENTS TRUST ANNA BEREZOWSKA
💧 15 Years of Direct Financial Services Experience
💧 Independent, Fiduciary-Minded Approach
💧 Tailored, Transparent, and Results-Driven Planning
✅CAREER TIMELINE
💧 Best Fixed Annuities, LLC (2017 – Present)Specialized in custom-designed annuity strategies and conservative retirement plans for pre-retirees, business owners, and federal employees.
💧 Prudential / AXA Advisors (2014 – 2021)Developed investment plans, insurance strategies, and small business solutions.
💧Fidelity Investments (2011 – 2014)Served as Account Executive managing household investment portfolios and rollovers.
💧 Merrill Lynch Private Client (2010 – 2012)Designed financial plans focused on asset preservation for HNW individuals.
| AREAS OF EXPERTISE
Retirement Income Planning
We help clients secure guaranteed lifetime income using annuities, optimize pension and Social Security benefits, and reduce risk through safe money strategies.
Tax-Efficient Wealth Strategies
We offer tax-deferred growth with annuities and design strategies like Roth conversions and life insurance for tax-free retirement income.
High-Net-Worth Retirement Solutions
We assist high-net-worth clients with asset protection, estate planning, 1035 exchanges, 403b and large retirement rollovers.
Investment Management
We assist high-net-worth clients with asset protection, estate planning, 1035 exchanges, 403b and large retirement rollovers.
Insurance-Based Planning
We offer life, chronic illness, and long-term care coverage, along with advanced IUL strategies for tax-advantaged wealth building.
Vendor-Affiliated Retirement Plans
We help public employees navigate 403(b), 457, and pension plans, ensuring compliance with district-approved vendors.
Military & Public Sector Outreach
As a former ESGR Public Affairs Director, we advocate financial literacy and retirement planning for military families and public servants.
| AREAS OF EXPERTISE
Retirement Income Planning
We help clients secure guaranteed lifetime income using annuities, optimize pension and Social Security benefits, and reduce risk through safe money strategies.
Tax-Efficient Wealth Strategies
We offer tax-deferred growth with annuities and design strategies like Roth conversions and life insurance for tax-free retirement income.
High-Net-Worth Retirement Solutions
We assist high-net-worth clients with asset protection, estate planning, 1035 exchanges, 403b and large retirement rollovers.
Investment Management
With experience at Fidelity and Merrill Lynch, we build custom portfolios, provide annual rebalancing, and guide long-term investment planning.
Insurance-Based Planning
We offer life, chronic illness, and long-term care coverage, along with advanced IUL strategies for tax-advantaged wealth building.
Vendor-Affiliated Retirement Plans
We help public employees navigate 403(b), 457, and pension plans, ensuring compliance with district-approved vendors.
Military & Public Sector Outreach
As a former ESGR Public Affairs Director, we advocate financial literacy and retirement planning for military families and public servants.
