| Locate an Advisor |
| Enter search criteria to find an Advisor in your area. |
|
|
CRFA Advisors
Number of advisors found: 117.
Elvie B. Aldana, CRFA, IAR, RFC
17350 W. Woodland Dr.
Grayslake, IL 60030
Ph: 1 847 421 3584
|
|
 |
Her specialties are in the creation, accumulation, protection and preservation, transfer and distribution of wealth; business planning; retirement and estate planning; long term care and disability insurance. She helps individuals, families, retirees, professionals and business owners attain their goals of financial security and independence. Her practice is focused on helping them avoid the most common financial mistakes through education and implementation. She believes in building long-term relationships founded on mutual trust and respect that help result in success and growth for clients. She has a Bachelor of Business Administration degree with emphasis in Accounting and Economics; a Certified Retirement Financial Advisor; an Investment Advisor Representative and a Registered Financial Consultant. She has been in the financial planning business for more than two decades. Her professional memberships and affiliations include Life and Qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals; Society of Certified Retirement Financial Advisors; National Association of Life Underwriters; National Association of Insurance and Financial Advisors (NAIFA); International Association of Registered Financial Consultants; American Business Women's Association; and Society of Financial Service Professionals. She received the Presidents Citation Award, the National Quality Award and the National Sales Achievement Award numerous times. She is the founder and president of The Aldana Group, a National Organization of Insurance and Service Professionals.
Member in good standing through 7/15/2011.
|
|
|
Brian Andersen
1575 Indian River Boulevard Suite C-225
Vero Beach, FL 32960
Ph: 772-562-0088
|
|
 |
Brian Andersen is a specialist in the financial planning industry. He has provided valuable financial services to hundreds of families and individuals. Brian’s genuine concern for his clients’ financial well-being enables him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Brian is a Certified Retirement Financial Advisor. He specializes in the areas of retirement and estate planning for both individuals and families. His primary goal is to continually improve his clients’ financial position while protecting their assets. He accomplishes these goals through a blend of financial services that are tailored to their specific financial needs.
Brian graduated college with degrees in Economics/Finance. He was the CEO of a large Florida corporation that was ultimately owned by Warren Buffett. After his grandfathers devastating stay in a nursing home due to Alzheimer’s disease, he decided to dedicate his career to assisting retirees safeguard their assets and have a worry-free retirement.
Brian is extremely knowledgeable and passionate about his work. His clients find him to be both personable and extremely dedicated to their needs. Through his planning techniques his clients realize individualized financial plans that reduce their financial risk, save tax dollars, protect assets from long term care costs and avoid probate. Brian is the ideal planner for those people.
Member in good standing through May 5, 2010.
|
|
|
S. Brandon Anderson
P.O. Box 988
Waynesville, NC 28786
Ph: 828-452-1288
|
|
 |
Brandon is the Principal and Managing Partner for Balsam Capital Group, LLC. Since 1999, he has specialized in investments and financial planning for retirees, estates, professionals and business owners. He attended Western Carolina University with studies in Finance and Business Management and has earned the Certified Retirement Financial Advisor designation.
His practice focuses on retirement and estate planning and retirement income distribution strategies. He offers a total wealth management solution for each client, allowing them to focus on the core areas of their personal lives with greater security & peace of mind.
Brandon is dedicated to adding value to his community and is very active in various civic and charitable organizations. He is Board President of United Way of Haywood County for 2009-2010, Secretary of the Board of the Waynesville Rotary Club 2009-2010, Community Advocate for Sarge�s Animal Welfare Foundation and an active member of the Haywood County Chamber of Commerce. He is an avid road cyclist, enjoys hiking, golfing, landscaping and classic cars.
Brandon lives with his wife Kelly and son Patrick in Waynesville, North Carolina.
Member in good standing through 2/12/2011.
|
|
|
Wayne Beamer
176 Rte. 81 Bldg. #5
Killingworth, CT 06419
Ph: 1-860-663-3327
|
|
|
As a Investment Advisor Representative* Wayne C Beamer and the whole team at Beamer Retirement Planning are dedicated to the philosophy "Conservative Retirement Solutions".
For over thirty years Wayne has developed the skills, knowledge and experience to provide his clients with the best Retirement Financial Advise possible. "We believe that Client trust and confidence is earned every day" wcb.
*Advisory services offered through Horter Investment Management LLC an SEC Regestered Investment Advisor
Member in good standing through 07-21-2011. |
|
|
Evan Beecham CRFA
PO Box 200
Hillrose, CO 80733
Ph: 970-847-3502
|
|
 |
Evan K. Beecham, President of Beecham Financial Services, Inc, has specialized is estate preservation planning for people at or near retirement for the past 15 years.
Evan is one of 1000 Certified Retirement Financial Advisors nationwide. To become a Certified Retirement Financial Advisor, he completed a 19 part program of study in the financial, physical, emotional and personal issues of seniors. He is also a Member of the National Ethics Bureau,`and the Better Business Bureau Accredited Business member. He specializes in areas of retirement, protecting retirees’ principal and preserving their assets through their retirement years. He has advised retirees of Xcel Energy, Banner Health Care, Qwest, University of Northern Colorado, Hewlett Packard, Northeast Junior College, and IBM.
Evan is extremely knowledgeable and passionate about his work. Through his planning techniques his clients realize individualized plans that reduce their financial risk, save tax dollars, protect assets from long term care cost and avoid probate. If you attend one seminar this year, do not miss this opportunity to learn the best ways to protect your assets.
Evan is a life long resident of Northeast Colorado and has been a resident of Morgan County for 27 years. His sound and conservative guidance and tax savings solutions have helped his clients protect and preserve their retirement assets.
Evan and Sue, his wife of 27 years, live in Hillrose, CO.
Evan is an Investment Advisor Representative, and a licensed Insurance Agent.
Investment Advisory Services provided by Brookstone Capital Management LLC, a Registered Investment Advisor.
Member in good standing through 3/27/11.
|
|
|
Brent T. Beesley
100 Congress Ave., Suite 250
Austin, TX 78701
Ph: 512-477-3200
|
|
 |
Planning for retirement can be one of the most exciting times of your life. For many people, it can also be a scary proposition that they put off as long as possible. Brent T. Beesley makes sure that his clients know that retirement is a gift you give yourself, and a smartly planned, strategically driven, financial strategy is how you get there. He works closely with his clients, CPAs and estate planning attorneys to develop comprehensive, multidisciplinary approaches based on their goals and dreams for the future.
Brent is a well-known financial professional who is dedicated to serving the senior marketplace with over 20 years of diverse financial experience from banking to investment management. His practical approach, combined with strong ethics, make him a skilled advocate for you and your family. Brent’s work with senior investors involves pre-retirement, post-retirement and asset distribution strategies. He assists them with reducing taxes, avoiding taxes on social security income, avoiding estate taxes and protecting their estates.
An investment advisory representative and registered principal, Brent holds many professional licenses, including the series 7, 63, 65, 24, 53 and Group 1 (life, health, HMO) In addition to holding the CRFA credential, Brent earned an MBA from St. Edward’s University. A financial columnist, his articles have appeared in The Austin American Statesman and the Austin Business Journal. He resides in Austin, with his wife, Nancy, and their three children.
Member in good standing through 4/15/12.
|
|
|
Bobby Blanco
600 Sunland Park Dr, STE 1-100
El Paso, TX 79912
Ph: 915-532-8885
|
|
 |
| Member in good standing until 6-15-2011. |
|
|
Douglas Bolter
P.O. Box 511193
New Berlin, WI 53151
Ph: 262-796-0300
|
|
 |
Financial success is a planned outcome - not a surprise ending.
Doug founded Integrity Financial Advisors LLC with one goal in mind - to best serve the financial and income needs of the individual investor.
As a Certified Retirement Financial Advisor, Registered Representative and Investment Advisor Representative through Harbour Investments, Inc. Doug has a reputation built upon providing ethical, suitable and trusted investment advice to his clients for over the past 16 years. He is securities and insurance licensed in several states including Wisconsin, Illinois, Florida and Arizona where many of clients either reside or vacation.
Doug is available by appointment by calling:
262-796-0300
Securities offered through:
Harbour Investments Inc.
Division 1 Broker Dealer of the Year by Investment Advisor Magazine September 2007
Member in good standing through 9/1/10.
|
|
|
Peter Borowski
PO Box 1923
Englewood, FL 34295
Ph: 941-828-0090
|
|
|
Please visit our web site www.Center4Estate.com
We would be pleased to have you hear what some of our clients have had to say about our work!
Member in good standing through 3/24/11. |
|
|
Lyle Boss, CRFA,CSA,MSP
955 E. Chambers Street, Suite 250
Ogden, UT 84403
Ph: 801-475-9400
|
|
 |
Lyle has for the past 22 years worked with Seniors in setting up asset protection and preservation plans. He is well known as the "No Risk Advisor" and has clients all over Utah, Idaho, and Wyoming. Lyle was the First Certified Retirement Financial Advisor in the State of Utah. He is also a Licensed Tier 2 Macro Strategic Planning Facilitator (MSP designation), a long time member of the Society of Certified Senior Advisor's, and an approved member in good standing with the National Ethics Bureau.
Member in good standing through 3/30/10.
|
|
|
John T Brais
3880 Vest Mill Road Ste 100
Winston-Salem , NC 27103
Ph: 336-659-7060
|
|
|
Charter Member
Member in good standing through 2/1/11.
|
|
|
R.E. Branch, M. D.
15150 Preston Road Suite 300
Dallas, TX 75248
Ph: 214-686-5877
|
|
 |
With a lifelong joy of learning and helping others following a traditional career as an American Board Certified Specialty Surgeon R.E. has for a number of years pioneered (as has the American Medical Association and a number of other well recognized and respected national medical organizations) the use of the Internet to improve the provision of efficient and high quality medical care when appropriate via the World Wide Web.
He has currently developed (in addition to his financial advisory activities) an on-line medically supervised weight loss web site at www.AbsolutelyThin.com in helping his patients overcome overweight and obesity problems.
Along the way he became interested in helping others with their financial affairs and after a course of study followed by passing a written examination he obtained a Texas Insurance license in addition to his Texas Medical License.
He has expanded his financial planning expertise by obtaining two additional financial planning designations (Certified Retirement Financial Advisor as well as a Certified Senior Advisor) following additional courses of study related to advising clients how to better manage their financial affairs as they travel through the life experience and helps them to be in a better financial position to enjoy their years of retirement.
R.E. has taken the required training and he has passed a written examination given by the Texas Department of Insurance to earn a Texas General Lines License.
In order to fulfill his Continuing Education requirements from the Texas Department of Insurance R.E. has taken courses and passed written examinations approved by the Texas Department of Insurance in the following areas related to Retirement and Retirement Financial Planning:
1. Agent and Ethics
2 Essentials of Pension Planning
3. Retirement Income Distributions
4. Annuities in the Financial Planning Process
5. Pension, 401 (k), and Keough Plans
6. Advanced IRA Rollover & Distribution Expert
Training
7. The Abts Institute for Estate Preservation
Advanced Institute
as well as courses given by the American Academy of Estate Planning Attorneys.
Another area of great interest to R.E. is helping his clients keep their assets and financial net worth intact from generation to succeeding generation by helping his clients avoid the 45% estate tax that applies (as of this date-February 2008-it is scheduled to go
up over the next few years) to client's estates when they die with an estate in excess of $2,000,000.00.
Any estate amount over $2,000,000.00 is taxedby the Internal Revenue Service at the 45% rateand the tax is due to be paid no later than 9 months after the estate is settled.
I learned at a recent insurance continuing education meeting that there around 3% (and rising as inflation occurs) of settled estates
that have net assets in their estate to whichthe 45% estate tax applies and only 50% of the surviving familes are even aware of the tax and the huge tax liability that the IRS is relentless
in collecting from the settled estate within 9 months.
For those families that have not planned for this tax contingency they are often caught in a severe tax bind and they must sell off treasured family assets at a tremendous discount to pay the
estate tax which (if not planned for the IRS WILL collect from the estate).
The good news is that by careful estate planning the huge estate taxes can be avoided completely.
R.E. has completed estate tax avoidance courses approved by the Texas Department of Insurance to help his clients (with planning and networking with a close circle of other licensed and well qualified estate planning professionals) that enable those clients who follow his directions avoid this huge tax completely and at virtually
no net cost!!
The continuing education courses R.E. has recently completed in the area of estate planning to avoid the huge estate tax that will apply to clients with net worths over $2.000.000.00 (sadly only half-50%- of the families to which this onerous tax will apply are even aware of it!!!)
are:
1. Estate Planning:Pass It On
2. Planning for the Inevitable: Death and Taxes
3. Lifetime Gifts and Transfers
4. Trusts-Buy-Sell Agreements & Other Estate
Planning Techniques.
5. R.E. has recently become a licensee of the patent pending "Immediate Legacy" program that allows charitable
minded supporters of national and local charities and other
501(c)3 organizations to donate to charities that they
support at no net cost to the charitable supporter and
to receive a significant income tax deduction at the same time.
For more information regarding this new charitable fund raising
strategy at no net cost to the charity supporter contact R.E.
at 214-686-5877 or email him at rbranchmd@msn.com.
R.E. enjoys an active family life, is the father of two wonderful sons who are professional musicians, and enjoys a good game of golf with friends when he is not working and good jokes.
R.E. stays up to date with the latest strategies for maximizing retirement income and financial security through regular continuing education courses and written examinations regulated by the Texas Department of Insurance as well as networking his clients with his many other friends with specialized areas of financial planning expertise and asset protection strategies and techniques.
R.E. networks with other financial and estate planning colleagues with areas of special financial expertise to help his clients
R.E. uses a variety of retirement plan investment options along with excellent and extremely safe insurance products including annuities and life settlements to help his clients enjoy financial security during the active working lives as well as during their years of enjoying the fruits of the life work during financially safe and secure years of retirement.
He enjoys helping others and is available by appointment by calling 214-686-5877, 214-435-7028 or 972-934-3231.
R. E. is also an active e-mailer whose email address is rbranchmd@msn.com and welcomes correspondence from those seeking safe financial investment advice and planning for many long enjoyable, and financially secure years of retirement once his clients complete their working years.
With superb analytical skills and cutting edge financial strategies combined with creative approaches to financial security that are unique and fundamentally sound R. E. would welcome a complementary consultation with you to review your life goals and offer suggestions and recommendations for your consideration that will help you secure that they are accomplished.
Call R. E. for your complementary analysis and evaluation at 214-686-5877 or 214-435-7028 or email him at rbranchmd@msn.com to set up your free and complimentary financial consultative review.
Member in good standing through 3/24/2011.
|
|
|
David Brant
5045 34th Street South, #403
St. Petersburg, FL 33711
Ph: 727-466-8309
|
|
 |
David C. Brant is a Certified Senior Advisor (CSA), a Certified Retirement Financial Advisor (CRFA), and associated with Trust Creators Incorporated’s Senior Information Center.
Senior Information Center specializes in providing comprehensive estate planning services through licensed professionals. Professionals with Trust Creators, Inc, consist of an Elder Law Attorney, Elder Planning Specialists, Certified Senior Advisors, Certified Retirement Financial Advisor, Finance and Tax Specialist, and Medicaid Specialist. Senior Information Center has established a relationship with a national legal support network system of attorneys operating in every major area of expertise.
Senior Information Center specializes in working with retirees and those about to retire who want to protect their principal while ensuring that their money lasts. At the heart of the Senior Information Center is the understanding that those in or nearing retirement have two universal goals: peace of mind and independence.
David recommends the most appropriate strategies and investment vehicles available to help the senior and pre-senior population increase their income, lower their taxes and protect their assets.
Member in good standing through 11/23/2010. |
|
|
James (Jim) Brogan
8351 E Walker Springs Lane, Suite 101
Knoxville, TN 37923
Ph: 865-862-6800
|
|
 |
Jim Brogan is a well-known financial educator, author and radio talk show host. Jim serves as the president and founder of Brogan Financial, Inc., a retirement and legacy planning firm serving clients throughout East Tennessee. Jim has shown thousands of retirees and soon to be retirees how to minimize their taxes, increase monthly income, better manage investment risks and avoid estate taxes. Jim’s radio show, “More Living with Jim Brogan” can be heard on NewsTalk 98.7 FM throughout the East Tennessee region every Sunday morning from 7 a.m. to 8 a.m. “More Living with Jim Brogan” began in 2005 and focuses on the health, wealth and freedom for its listeners and is East Tennessee’s leading resource for those already retired or those who are nearing retirement. Jim also teaches classes through The University of Tennessee’s Professional and Personal Development program and through the Community Services program at Pellissippi State Community College. Jim’s extensive knowledge distinguishes him as one of the nations’ top experts on the IRS’ complex rules governing retirement accounts. Jim is a Certified Senior Advisor (CSA), a Certified Retirement Financial Advisor (CRFA), a Registered Investment Advisor (RIA), and holds an MBA from The University of Tennessee. Jim is a lifelong East Tennessean and currently resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace. Member in good standing through 7/15/11.
|
|
|
Wayne Bullis
8100 Three Chopt Road, Suite 209
Richmond, VA 23229
Ph: 804-285-0981
|
|
|
| Member in good standing through 9/15/11. |
|
|
Steven Carlock
17363 SR 23 Suite 100
South Bend , IN 46635
Ph: 574-968-1060
|
|
|
Purchased Self-Study material on 2-15-2010
Has not taken Certification Examination |
|
|
William Robin Christensen
1202 E Mallory Street
Pensacola, FL 32503
Ph: 850-434-5670
|
|
|
| Member in good standing through 10/27/10. |
|
|
Julia Chu
918 E. Green St.
Pasadena, CA 91106
Ph: 626-356-7568
|
|
 |
| Member in good standing through 1-31-2011 |
|
|
Lorry Ciporkin
2700 W. Cypress Creek Rd. B110
Ft. Lauderdale, FL 33309
Ph: 954-973-8001
|
|
 |
What distinguishes our practice from most, is that we focus on transferred money (as opposed to only on accumulated accounts) which is money that people are transferring away unknowingly and unnecessarily. Those dollars, once recaptured and invested, make huge differences in securing and improving both current and future lifestyle.
Specific bio details are on our website www.CiporkinCare.com at the "About Us" page.
Member in Good Standing through 12-11-2010. |
|
|
Jeff Cirino
33595 Bainbridge Road #201
Solon, OH 44139
Ph: 440-519-0300
|
|
|
| Member in good standing through 7/15/11. |
|
|
Richard "Todd" Cofer
110 Harmony Crossing
Eatonton, GA 31024
Ph: 706 485-1000
|
|
|
YOUR RETIREMENT INCOME ADVISOR!
Helping Seniors allocate their assets to generate as much income as possible while remaining invested as safely as possible.
Member in good standing through 1/1/10. |
|
|
Ronald Coleman
3210 Wyndham Ln
Richardson, TX 75082
Ph: 972-489-0363
|
|
|
| Member in good standing through 05-10-2011 |
|
|
Tim Cooper
612 Office Parkway
Westerville, OH 43062
Ph: 614-899-2667
|
|
 |
| Tim's new book was published in 2009, its called IRA Misfortune 101. Many of the on line bookstores are selling it. Tim is member in good standing through 7/27/10. |
|
|
Jay Cox
12348 Seaway Circle
Indianapolis, IN 46236
Ph: 317-826-0753
|
|
|
| Member in good standing through 6/11/11. |
|
|
Julie Decker
5240 Babcock Street NE, Suite 218
Palm Bay, FL 32905
Ph: 321-837-0741
|
|
 |
Julie is President of IMS Partners, Inc. Her expertise is in retirement management. She has worked for over 15 years helping retirees maintain and improve their lifestyle with safe, yet effective strategies. Julie has also been recognized for her expertise in IRA planning and distribution. Julie is certified as an IRA Distribution Expert. She works closely with IRS accountants helping them understand retiree’s investments. Julie has developed numerous courses and seminars designed to help seniors in all aspects of financial planning. Julie has also been asked to teach other financial planners on all aspects of Medicare and Long Term Care. Julie was a state manager for Physicians Mutual Insurance Company for 8 years. Julie also spent a great deal of time with GE Capital in their Long-Term Care division. Julie takes the time to get to know you and understand your financial needs and goals. She will review your investments with you and discuss any recommendations you should consider to meet your goals.
Member in good standing through 7-31-10 |
|
|
P. Frederick deNapoli, CFP, CRFA
3 Centennial Drive
Peabody, MA 01960
Ph: 800-900-8944 x11
|
|
|
P. Frederick deNapoli, CFP, CRFA, Senior Vice President, Certified Financial Planner,
Certified Retirement Financial Advisor.
Mr. deNapoli has been in the financial industry for 16 years, and is currently servicing his clients as a registered representative and financial planner with The Bowen & deNapoli Group at Winslow, Evans & Crocker, Inc. in Peabody, Massachusetts.
Fred’s career has included supervising branches for 1717 Capital Management and Commonwealth Financial Network as a registered securities principal, as well as serving as a principal of Liberty Securities Corporation managing several bank investment programs, including Eastern Bank and Boston Federal Savings Bank. His impact upon the industry has been recognized by the Consumer Research Council’s 2005-6 “Guide to America’s Best Financial Planners”, the current "Who’s Who in Industry & Finance", and "Who’s Who in America".
With an undergraduate degree from the Whittemore School of Economics at the University of New Hampshire, Fred went on to earn the designations of Certified Financial Planner (CFP) and Certified Retirement Financial Advisor (CRFA), and stays professionally current through his membership in the Essex County Estate Planning Council, and FPA (Financial Planning Association). While listed with the National Registry of CFP Licensed Practitioners, his investment advise and views on the insurance industry have been topics of articles in the Boston Globe, Boston Herald, Wall Street Journal, LA Times, and an appearance on “Larry King Live”.
In an effort to give something back to the community, Fred is currently serving on the Board of Directors for the Peabody Rotary, is a multiple Paul Harris Fellow from that organization, was named the “Rotarian of the Year” for 2002, just completed serving his term as president of that chapter, and is currently serving as an Assistant District Governor.
Member in good standing through 2/23/2011.
|
|
|
Robert DeWitt
9442 Capitol of Texas Hwy N Plaza 1, Suite 500
Austin, TX 78759
Ph: 512-527-9105
|
|
 |
Company Name: Southwest Senior Benefits
Member in Good Standing through 6-15-2011 |
|
|
Matt DiVirgilio
270 Broadway
Lynn, MA 01904
Ph: 781-592-5220
|
|
|
Matt DiVirgilio lives in the Boston area and grew up on the North Shore, which allows him to share a deep kinship with the community and its residents. Since 1999 Matt has dedicated his time to managing the finances for Pre-Retirees and Retirees by providing insightful and prudent financial guidance. He graduated from Bentley College with a Bachelor of Science degree in Finance and to further his education he earned the CERTIFIED RETIREMENT FINANCIAL ADVISOR™ accreditation along with the CERTIFIED COLLEGE ADVISOR accreditation. He also is an IRA Rollover & Distribution Specialist and presently lectures on retirement planning at the University level. Matt also hosts his own television program on Comcast and conducts retirement planning and investment education seminars all over the North Shore. He creates "Income for Life" models for retirees and helps accredited investors with tax-advantaged investments. Matt's mission is to help secure your financial future. Matt also offers securities through Investors Capital Corporation Member FINRA/SIPC.
"Educating and helping people is what I enjoy the most," says Matt. "Determining and fulfilling their immediate financial needs is important. Maximizing their capital resources and protecting their wealth is essential. It is my responsibility to present solutions that are right for each client, then carefully implement a plan and diligently monitor its progress to ensure that it stays true to the client's goals. Through the proper balancing of insurance needs, investment objectives, risk tolerances and time horizons, we help our clients create more rewarding lifestyles, plan for their children's educations, provide for comfortable retirements, and establish estate plans that will pass legacies intact to the heirs and charities of their choice."
In his leisure, Matt enjoys spending time with his family and being an Uncle to his wonderful niece and nephews. Matt enjoys working out at the gym, kickboxing, soccer, hockey and of course the BOSTON RED SOX!
Member in Good Standing Through 12-9-2010
|
|
|
Albert DiVirgilio
270 Broadway
Lynn, MA 01904
Ph: 781-598-5220
|
|
|
Al is a CRFA Board of Directors Member.
Member in good standing through 2/21/11. |
|
|
Trey Dorman
8100 Three Chopt Rd Ste. 209
Richmond, VA 23229
Ph: 804.285.0981
|
|
|
| Member in good standing through 9/15/10. |
|
|
Keith Dorson, CRFA, MBA
616 East Southern Ave Suite 102
Mesa, AZ 85204
Ph: (480) 890-0100
|
|
 |
You receive value based comprehensive wealth management. We are master puzzle builders who really listen and understand your unique goals and desires, then create and implement custom plans. Analyzing how all the many pieces of your financial life come together to create a master vision - a comprehensive plan. We integrate: Total Estate, Tax, Risk Management and Investment Planning into your comprehensive wealth management plan. Several key tenets are critical in every plan: managing risk, impact of taxes, controlling cost, and individually designed portfolios using both strategic and tactical asset allocation. We are independent and unbiased and sell no proprietary products.
We manage your investment portfolios like the trillions of dollars in major pension plans. Our model has been tested and proven over time. It works by adding both time and discipline to the process, while eliminating both greed and emotion. You receive a solid comprehensive wealth management financial plan, creating a life-time flow of income for you and your family for generations. We use a solid team approach that you will enjoy. Come see why they call us Win Win!
Member in good standing through 7/15/10
|
|
|
Bonnie Douglas
10 Fairway Drive, Suite 200
Deerfield , FL 33428
Ph: 954-425-0665
|
|
 |
| Member in good standing through 12/17/2011. |
|
|
Paul Dyer CRFA, LUTCF, Licensed Consultant
15 Phillips Road
Bangor, ME 04401-1000
Ph: 207-884-6851
|
|
 |
Paul A. Dyer LUTCF,Consultant,CRFA is president and founder of Legacy Insurance & Financial Advisors, Inc. Born and educated in Maine, Mr. Dyer has assisted senior investors for over twenty eight years. Paul is a licensed insurance “consultant” (not a sales person) and a past President of the Eastern Maine Chapter of the National Association of Insurance and Financial Advisors. Paul is a Nationally Published author in numerous financial and insurance industry publications and has been featured in Down East Magazine as well as being the feature story on the cover of the Senior Market Advisor.
Paul enjoys moderating several different courses for the American College, one of the two premier financial colleges in the country. Paul speaks on “LTCI” and how to create a “Well diversified Financial Advisory Firm” nationally to groups all over the United States. He is widely accepted as one of the most knowledgeable experts in Maine on the subject of Long Term Care Insurance. He has been called to testify by the Maine State Bureau of Insurance during hearings on proposed LTCI law and regulatory changes.
Mr. Dyer resides in Bangor, Maine with his family. He also owns “Real4Rent”, a Maine based real estate investment firm. He can be contacted at legacyassoc@aol.com.
Please call 1-888-942-6923 for the dates and times of our upcoming workshops, offered throughout Maine.
Member in good standing through 12/31/12.
|
|
|
Todd Elliott
18001 N 78th Ave, Suite A15
Glendale, AZ 85308
Ph: 623-334-3700
|
|
|
| Member in good standing through 8/19/11. |
|
|
Brant Faulkner
1313 E. Maple St., #208
Bellingham, WA 98225
Ph: 360-738-1941
|
|
|
| Member in good standing through 3/24/11. |
|
|
Lawrence E Fischer, JD
13600 Carriage Ford Road
Nokesville, VA 20181
Ph: 703-594-3810
|
|
|
| Member in good standing through 8/20/10. |
|
|
Jeff Fleming
1218 Eleventh Avenue
Altoona, PA 16601
Ph: 814-943-7075
|
|
|
| Member in good standing through 6/1/12. |
|
|
Karen Geiger
503 Portage Lakes Dr, Ste H
AKRON, OH 44319
Ph: 330-644-8770
|
|
|
As a professional financial advisor Karen is committed to helping you achieve your personal financial goals.
Karen has over 25 years of experience in the financial services industry. She holds NASD series 7, 63 and 65 licenses, a Life, Annuity & Health Insurance license and a Property & Casualty license.
Karen is a Certified Retirement Financial Advisor, a Certified Senior Advisor, as well as a Certified Insurance Counselor. She also has been a tax preparer for 7years. Karen is a memeber of The National Association of Professional Women, Greater Akron Chamber and KNOW and the Better Business Bureau.
Member in good standing through 6-4-2011 |
|
|
Michael Gibbons
3151 Airway Ave P2A
Costa Mesa, CA 92626
Ph: (714)966-8400
|
|
|
| Member in good standing through 12/11/2010. |
|
|
Ronald Glendening
2141 Merritt Creek Loop
Coeur D Alene, ID 83814
Ph: 208 667-8998
|
|
|
| Member in good standing through 6/16/10. |
|
|
Herbert Gong
2051 Junction Ave. Suite 235
San Jose, CA 95131
Ph: (408)474-3025
|
|
|
| Member in good standing through 9/1/11. |
|
|
Joel Goodhart
4066 Butler Pike
Plymouth Meeting, PA 19462
Ph: 1-800-838-BIRE
|
|
|
| Member in good standing through 9/12/11. |
|
|
Rick Hahn
205 Powell Place
Brentwood, TN 37027
Ph: 888-408-0455
|
|
 |
Rick Hahn , CRFA, CSA, has been working with individuals and businesses throughout Tennessee for over two decades and has served as State Director and President of Senior Resource Center of America since 2001. Rick has met individually and through group seminars with retirees from the State of Tennessee, TVA, Ford Motor Company, Alcoa, Vanderbilt University, UT, as well as other assorted businesses.
Specializing in Retirement Financial Planning, the strategies Rick employs are “Safe Money” strategies that ensure safety of Principal, steady growth, tax favored and guaranteed results. After doing an individual financial and estate analysis, a common sense approach is taken to ensure that each estate maximizes income and minimizes taxation, while preserving assets for future generations.
Through Senior Resource Center of America, Rick has literally met with and helped thousands of people throughout Tennessee preserve their estates and retirement monies through the use of Revocable Living Trusts, Charitable Remainder Trusts, Life Insurance Trusts, Annuities, Life Insurance and Long Term Care Insurance.
The Mission Statement of Senior Resource Center of America reads: “Our goal is to conscientiously provide Estate and Retirement Financial advice consistent with what we would provide for our own families.” Senior Resource Center of America is an accredited member of the Better Business Bureau.
Besides holding the Certified Retirement Financial Advisor and CSA credentials, Rick also holds Life Insurance Licenses in Tennessee, Kentucky and Michigan.
Rick is active in his Church, participating in Missions each year. He is a Proud Alumni of Vanderbilt University and enjoys hiking, reading, and playing guitar. Rick and his wife Stella live in Franklin, Tn. They have five children and three grandchildren.
Please visit Rick's website:
www.SeniorResourceCenterofAmerica.com .....or
e-Mail: rjhahn1@bellsouth.net ......
or call Toll Free: 888-408-0455
Member in good standing through 10/16/11.
|
|
|
Steve Hamant
5040 Sadler Pl. Suite 110
Glen Allen, VA 23060
Ph: 804-270-0703
|
|
|
Graduated from The Ohio State University. Been an investment advisor for over 16 years and currently a branch manager with LPL Financial Services. In addition to being a CRFA, I am also a CFP and ChFC. Been written in such publications as the Richmond Times and Virginia Business Magazine. Specialize in retirement planning and 401(k) rollovers. Website www.lpl.com/vfa
Member in good standing through 8/20/11.
|
|
|
George B Hamrick, Jr
3389 S. Access Road, Suite B
Englewood , FL 34224
Ph: 941-240-2775
|
|
 |
| Member in Good Standing through 6-28-2011 |
|
|
Tony Hansmann
5511 Braebourne Road
Rogers, AR 72758
Ph: 501-246-1060
|
|
|
| Dues have been paid through 11-15-2010. Member will be in good standing when additional CE has been received. |
|
|
** Lewis Hawkins
7218 Holder Forest Circle
Houston, TX 77088
Ph: 713-831-6862
|
|
|
Lewis Hawkins attended our seminar in Houston, TX. He is currently preparing for the CRFA exam.
|
|
|
Raymond Henri
122 East 42nd St - Suite 1012
New York, NY 10168
Ph: (212)972-6699
|
|
|
| Member in good standing through 6/1/11. |
|
|
Larry Heydt
10 Fairway Drive, Suite 200
Deerfield Beach, FL 33428
Ph: 954-425-0665
|
|
 |
| Member in Good Standing through 04/01/2011 |
|
|
Dan H Hill
7821 FM1960 East Suite B
Humble , TX 77346
Ph: 832-644-1852
|
|
 |
Dan H. Hill is the CEO and founder of the D.H. Hill Group of companies. D.H. Hill Financial specializes in providing financial strategies to high net worth individuals. Founded in 1978, we have been providing tax reduction, risk reduction and income enhancement strategies and solutions to our clients for 30 years. We manage our clients money with risk reduction as the number 1 objective.
Recently introduced to the public and to financial professionals around the country - The M.I.N.D. Risk Management System, a proprietary risk management system designed to reduce risk, reduce taxes and increase portfolio income. Our system focuses on proper diversification and avoids the 3 most common mistakes that can ruin your retirement. See our dedicated website - www.mindriskmanagement.com for additional information on "How to receive a portfolio risk score".
IRA distribution planning seminars are offered periodically because of the tremendous confusion and tax loss due to inappropriate methods of IRA distributions. Most people get it right in the accumulation stages of building their wealth, but the real problem seems to develop in the distribution stages. Millions of dollars are lost each year due to improper or no planning during this critical distribution stage.
Professional money management using an active money management strategy is used to reduce the normal volatility of investing in stocks and mutual funds. Our money management system is designed to have the opportunity to make money in both bull and bear markets with substantially reduced volatility. Since the majority of stocks follow the market, up and down, it does make sense to understand the direction of the market and to position your portfolio accordingly.
Member in good standing through 9/22/10. |
|
|
Lauchlin V Hines
5601 Coral Berry Place
Crestwood, KY 40014
Ph: 502-241-0985
|
|
 |
www.TargetRetire.com
After working as a financial advisor for other firms, Lauch joined Kentucky Financial Group and founded Targeted Retirement Strategies, LLC. Lauch is a Certified Retirement Financial Advisor®, holding FINRA Series 7 and 66 licenses and Life, Variable Life, Variable Annuity and Health Insurance licenses.
Lauch offers a wide range of financial services to retirees, business owners and individuals who want help with their retirement income plan and other long-term goals.
Prior to becoming a financial advisor, Lauch had a successful career in the chemical industry, holding leadership positions in manufacturing, strategic planning and business management. He decided to use his planning and analysis skills to help business owners and individuals with their financial planning needs.
Lauch is active in the local Chambers, being on the Environmental Affairs Committee of GLI and the Membership and Showcase committees of the Oldham County Chamber of Commerce. He has been a Rotarian for more than 20 years and is currently in the South Oldham Rotary Club where he is on the Membership and International Service Committees. Lauch has been married to Lauren Orr since 1975 and they have two daughters. Amy, husband John and daughter Grace live in Mission, Kansas, while Kate, husband Bret and son Marcus live in Houston, Texas. Lauch is an avid racquetball player and golfer, although not particularly good at either.
Securities and Advisory Services offered through Private Client Services, LLC,. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Targeted Retirement Strategies, LLC are unaffiliated entities.
Member in good standing through 7/1/11. |
|
|
David W. Hollins Sr.
6200 Savoy Dr. Ste 288
Houston , TX 77036
Ph: 713-660-8687
|
|
 |
David W. Hollins Sr.
President
Hollins Financial Group, LLC
David W. Hollins, Sr. is a Christian Financial Counselor specializing in financial literacy and retirement planning with a solid educational background in financial services since 1980. He graduated from Stafford University with a Master of Arts in Financial Management. Mr. Hollins holds the prestigious Qualified Retirement Planner (QRP) designation from the Institute for Retirement Planning, Certified Senior Advisor (CSA) from the Society of Certified Senior Advisors and Certified Retirement Financial Advisor (CFRA) from the Society of Certified Retirement Financial Advisors.
A former U.S. Air Force veteran who served in Vietnam, he has received numerous awards acknowledging his excellence within the financial services industry. Mr. Hollins was featured in “Who’s Who” in the United States for his outstanding achievement in setting a standard of excellence in his field. He was the winner of the 10th Annual Houston Business Achievement Pinnacle Award. He is a current Board member of 100 Blackmen of Metro Houston, and serves as an Advisory Board Member of Allianz Life Insurance Co. Multi–Cultural Advisory Board. Mr. Hollins is an Agency Vice President with (HBW) Helping Build Wealth, as a National Recruiter for people who want to enter the financial services industry. Mr. Hollins was also recognized in the 2008 and 2009 publications of “Who’s Who in Black Houston”.
Mr. Hollins is recognized as one of America’s foremost Qualified Retirement Planners. Some of his clients include physicians, attorneys, professional athletics, business owners and executives from companies such as IBM, Celanese Chemical, Marathon Oil, Southwestern Bell, to name a few. Mr. Hollins is an accomplished speaker and has received numerous awards acknowledging his excellence within the financial services industry.
Why is financial literacy needed in our community? A good education determines where you live; and where you live determine what school your children will attend; and what school your children attend determines where they work; and where they work determines where they live; and where they live determines where their children will go to school and so on. This will determine where they spend money and what they do with their money. Financial literacy will help families make better real-life financial decisions that are not taught in the education system, such as purchasing income replacement and protection plans, how to shop for a mortgage, how a Mutual Fund works and knowing the difference between a 401K, Traditional and Roth IRA, how the Rule of 72 impacts your ROI and much much more!
Visit his website at www.dh.hbwinfo.com and for more information contact him at (713) 660-8687.
Family Status Mr. Hollins is married to Rhonda with 2 children, David Jr. and Tiffany and a granddaughter, Tomorrow Hollins. They reside in Richmond, Texas in close proximity to Houston Area. His goal is to better educate the people he meets, help make them better managers of their own finances by avoiding common mistakes and provide them with options to hopefully secure their financial future.
Member in good standing through 2/18/11.
|
|
|
Leon James
16140 Sand Canyon Ave., Suite 101
Irvine, CA 92618
Ph: 949-341-0000 X4300
|
|
 |
As a well-known financial educator and advisor based in Irvine, CA, Leon James has been providing sound financial advice to Orange County residents for over 25 years, with an emphasis on implementing efficient and innovative ways of increasing people’s investment performance and income by as much as 30%, while also reducing their tax exposure – in some cases as much as 50%.
Well versed with the needs of both the Senior and Boomer markets, and a focus on retirement planning and rollover situations, Mr. James believes each individual's case to be unique. As such, he listens carefully to understand their specific needs, avoiding any cookie-cutter approach to planning. Instead, Leon relies on his years of expertise and know-how in developing tailored, high-quality solutions that achieve his clients’ desires and life goals.
Currently, Leon is the Senior Financial Advisor for Anchor Capital Management Group, Inc., a private wealth management company specializing in conservative managed portfolios. Anchor Capital was recently named by South West Airlines “Spirit Magazine” as one of the 10 most dependable wealth advisors in Southern California. In addition, Leon is a respected author, most recently publishing articles titled “The IRA Distribution Tax Trap,” and “The Cost of Prescription Drugs Can Affect Income Planning.”
Further, he is also an honored member of the Cambridge Who's Who Registry of Executives and Professionals, and holder of the distinguished Certified Financial Planner (CFP®) designation, one of the most comprehensive and lengthy courses of study available to financial advisors, demonstrating extensive knowledge in the areas of financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and asset protection.
Member in good standing through 8/1/10.
|
|
|
Steve Johnson
215 McLaws Circle, SE 3B
Williamsburg, VA 23185
Ph: 757-253-2799
|
|
 |
Steven G. Johnson, Director
Retirement Solutions Group, Inc.
Mr. Johnson has helped hundreds of retirees from the Federal Government, State of Virginia, City Governments, the Justice Department, Anheuser-Busch, Northrop Grumman, Newport News Shipbuilding, RJ Reynolds, AAA, School Teachers and Coaches, University Professors and Coaches, Business Executives, Business Owners, Police Officers, Mayors, Physicians, Attorneys, High Net Worth Clients, Accredited Investors and America’s backbone the middle class worker. Mr. Johnson also gives pro bono financial assistance yearly in order to help those in need without access to qualified financial professionals.
Mr. Johnson founded and developed the Retirement Solutions Group, Inc. in order to bring together high end, top tiered, independent professionals in order to help retirees obtain unbiased advice not dependent upon sales quotas or reliant upon a limited knowledge base. Mr. Johnson has assembled CFAs, CPAs, Attorneys, Insurance Professionals and Financial Advisors who have received national awards and recognition.
This unique approach to retirement planning garnered recognition as one of the 100 best ideas by Senior Market Advisor and was featured in the cover story of the publication. It has since gained traction in the financial industry as a better approach to serving clients.
Mr. Johnson was a regular host of the Retirement Radio Show on AM 990 WLEE in Richmond, Virginia during 2008 and has also been a guest on WTKR 850 AM Radio, heard on 1140 AM Radio in Richmond in previous years.
Mr. Johnson has been a sought after public speaker in the area of retirement and IRA planning. He has given speeches, presentations and workshops to over one thousand retirees. In addition, Mr. Johnson has been a presenter and lecturer at the Advanced Advisors Academy, training elite financial advisors from all over the country. He has also presented at the Williamsburg Investment Club and has been requested to speak for the American Association of Individual Investors (AAII) in 2008.
Mr. Johnson has appeared in the following publications: Wall Street Journal, The Retirement Update, Virginia Gazette, the Daily Press, the Richmond Times Dispatch, the Toano-Norge-Times, Financial Playbook Magazine and Senior Market Advisor Magazine.
Mr. Johnson was named Virginia Businessman of the Year in 2006, is on the Business Advisory Council and has served as Honorary Chairman, received a National Leadership Award and is currently serving on the Senior Market Advisor’s Advisory Board. Mr. Johnson is a long time member of the Better Business Bureau (BBB) and he is also member of the National Ethics Bureau (NEB) which performs most thorough background check in the industry for financial professionals.
Mr. Johnson donates time and helps raise thousands of dollars annually for selected charities like Orphan Helpers, Hospice, CHKD, the Battered Women’s Shelter and others
Mr. Johnson is a Certified Retirement Financial Advisor (CRFA), Ed Slott Elite IRA Advisor, a Chartered Federal Employee Benefits Consultant (ChFEBC), Certified Estate Planning Professional (CEPP), enrolled Accredited Asset Management Specialist (AAMS) and a Registered Investment Advisor.
Mr. Johnson attended Oklahoma State University, OKC, and completed coursework for financial certifications at the College for Financial Planning. 74% of Worth Magazine’s top financial advisors are educated at the College for Financial Planning. In order to stay ahead of the constantly changing retirement investment environment, Mr. Johnson continues to update his credentials, knowledge and financial training typically by certifying in at least one new financial designation per year, in addition to meeting the continuing education requirements for each designation and license held.
Member in Good Standing through 12/11/2010.
|
|
|
Clarence Jones, Jr
10 Fairway Drive, Suite 300
Deerfield Beach, FL 33441
Ph: 954-425-0665
|
|
 |
| Member in good standing throjugh 12/16/2010. |
|
|
Norm Karson
16172 Parkside Dr
Parker, CO 80134
Ph: 303-805-8319
|
|
|
| Member in good standing through 5/1/11. |
|
|
Christopher Kline, CFP, CRFA
2000 Prairie St., Suite 210
Prairie du Sac, WI 53578
Ph: 1.866.596.9886
|
|
 |
Christopher D. Kline, Founder of Capstone Capital Management, is a well known financial planner and investment counselor who has advised families across the country in the areas of investment management, tax reduction and asset protection planning. Over the last seventeen years, thousands of investors have attended his presentations, including successful business owners and retirees of various companies such as General Motors, Verizon and the Federal Bureau of Investigation; many of whom now rely on Chris and his staff for financial guidance.
Using several proprietary tools, Chris and his staff create highly diversified, customized investment solutions that have historically performed very well on a risk return basis. Samples of the five proprietary models can be obtained by contacting Capstone Capital Management.
Chris has been heard on WLVU 106.3 FM as the Sunday morning host of the weekly radio program Strategic Planningďż˝ and has been interviewed by other radio personalities in the Gulf Coast Florida and Wisconsin radio markets. Chris is also a regular guest contributor on the "Ask the Experts" show, which airs on News/Talk 1310 AM WIBA. This live, call in format show discusses the ever changing topics of investment management and retirement planning.
Chris is a Certified Financial Plannerďż˝ practitioner and Certified Retirement Financial Advisorďż˝.
Please visit our website at www.capstonecapitalmanagement.com. You will be able to browse our educational material or sign up for our investment newsletter.
Member in good standing through 8/15/10.
|
|
|
Cindy Lanoue-Sauer
616 Roosevelt Road Suite 101
St. Cloud, MN 56301
Ph: 320-203-6543
|
|
|
| Member in good standing through 1/1/11. |
|
|
Tracy Latimer
11006 Wurdermanns Way
Orlando, FL 32809
Ph: 321-299-2669
|
|
|
| Member in Good Standing through 12/13/2010 |
|
|
Cynthia Leitman, CFP
235 Somerset Rd
Oakland, CA 94611
Ph: 510-601-1219
|
|
|
| Member in good standing through 1/1/11. |
|
|
Denise Longshaw
6251 Northwest 2nd Street
Margate, FL 33063
Ph: 954-478-2217
|
|
 |
| Member in Good Standing through 3-1-2011 |
|
|
John MacMillan, CRFA, CLTC, CSA
3 Werner Way
Lebanon, NJ 08833
Ph: 908-236-7500
|
|
 |
John MacMillan is a well-known financial educator in New Jersey, and has written the book Customers Still Count. You may recognize him from various interviews in the Courier News and the Hunterdon County Democrat. For over 5 years, Mr. MacMillan has been teaching investors age 60+ how to preserve their assets, increase their income as much as 30%, and reduce income taxes up to 50%. Hundreds of investors have used John’s advice to wisely invest in order to help grow their assets and pay less tax. John is regarded as a local expert in the financial risks and opportunities of retirement. He holds six securities licenses, three insurance licenses and is registered with the State of New Jersey as an Investment Advisor. He is also a Certified Retirement Financial Advisor™ (CRFA graduate), a Certified Long Term Care Advisor, a Certified Senior Advisor and an approved member of the National Ethics Bureau. He is the founder and Executive Director of the Senior Resource Alliance of West Central Jersey. Mr. MacMillan regularly conducts workshops for seniors and shows them the ways to avoid making common…and costly…retirement mistakes. John lives in Annandale, N.J. with his wife, Kathryn and their 2 children.
Member in good standing through 3/1/10.
|
|
|
Jeffrey Madden, CRFA
6210 Campbell Road, Suite 160
Dallas, TX 75248
Ph: (972) 447-0010
|
|
 |
| Member in good standing through 9/1/10. |
|
|
Yihaies Mike Makonnen
5568 General Washington Dr, Suite 217
Alexandria, VA 22312
Ph: 703-750-3393
|
|
 |
| Member in good standing through 1/11/2011. |
|
|
Brent A. Marshall, CPA/PFS
18992 Soledad Canyon Road
Santa Clarita, CA 91351
Ph: (661)298-3700
|
|
|
Mr. Marshall has been involved in the Financial Services Industry for over 25 years. For the last 5 years he has focused his professional practice on working primarily with retirees and soon-to-be retirees as well as their families.
Mr. Marshall's motto is "Plan, Preserve, and Protect your Assets from Risk of Loss". He accomplishes this by helping clients develop a plan that will help them achieve their retirement goals by utilizing the latest Financial, Tax, Retirement, and Estate Planning tools and strategies.
Mr. Marshall is proud to be among the first to receive the prestigious Certified Retirement Financial Advisor designation. His other professional designations are:
Certified Public Accountant / Personal Financial Specialist,
Seniors Real Estate Specialist,
General Securities Representative,
Registered Invenstment Advisor Representative.
Member in good standing through 8/20/10. |
|
|
Carol L. McBeth
9632 Lanward Dr
Dallas, TX 75238
Ph: 214-706-6433
|
|
 |
Member in good standing through 5-1-2011
|
|
|
John McCartin
3914 Murphy Canyon Road #A128
San Diego, CA 92123
Ph: 858-278-4244
|
|
 |
For more than 21 years John McCartin has been dedicated to assisting San Diego residents resolve the financial issues that arise with retirement. John's goal is to provide financial advice that will bring peace of mind and a new level of comfort to retiring.
Those who have sought John's consul have learned how to lower their tax bills as much as 50%, eliminate taxes on social security benefits, and increase their fixed monthly income. He has directed many professionals including government employees, teachers, physicians,and business executives who are retired or approaching retirement.In just the last ten years,John has advised more than 2,000 individuals totaling nearly $700M in investment transactions.
John has lectured throughout California on a wide variety of financial topics. As a proud resident of San Diego for more than 47 years, his focus is on improving the financial situation of local retirees. His specialty is teaching retirees how to protect their principal and more profitably organize their investments.
Member in good standing through 8/1/10.
|
|
|
Lynda McColl CPA, CRFA
501 N Mustang Rd Ste I
Mustang, OK 73964
Ph: 405-376-1965
|
|
 |
I am an honor graduate of Dallas Baptist Univesity with a major in accounting.
After moving to Oklahoma, in 1993 I became a CPA. In 1997 I realized that if I became a financial advisor I could provide an extra level of service to my clients. I am Series 6 and 63 licensed. In 1998 I added an Oklahoma insurance license to my list of licenses. I became a Certified Retirement Financial Advisor in January 2005.
My practice focuses on providing my clients with accounting, tax planning, tax preparation and financial service as a package. I specialize in working with small business owners and individuals.
In August 2007 I accepted the position as Executive Director of CRFA, and continue to the present as an active member of this organization.
Member in Good Standing through 5-31-2011. |
|
|
Jack Mercica
P O Box 252
San Dimas, CA 91773
Ph: 909-394-7393
|
|
 |
Jack makes his home in San Dimas, California, with his wife Frances and married 40 years. He has two adult children and is a Distinguished Toastmaster and a 4th Degree Knight with the Knights of Columbus. He has worked in financial services for over 30 years.
Member in good standing through 5/14/11. |
|
|
Dr. Rafeek Mikhail
Valencia, CA 91354
Ph: 661-977-3371
|
|
 |
Dr. Mikhail is the founder and CEO of CaMu Financial & Insurance Services, Inc., where he serves as President and CEO.
Dr. Mikhail graduated Medical School in 1997 and completed his Post-Doctoral studies in Nephrology (Kidney Disease) at USC. He decided to join the Insurance Industry after he was approached by a few inexperienced financial advisors as well as agents.
Dr. Mikhail felt the need to reach clients on a different level and be able to educate them about the different options that they have so that they, in turn, may make the best decisions for themselves as well as their families.
He and his wife Mary have built a successful practice and are aiming to be even more successful for their clients and their families. Throughout the years of his industry experience, Dr. Mikhail has accomplished helping clients eliminate as much confusion as possible in planning their financial future.
He is diligent as well as efficient in helping clients achieve their long-term financial objective by educating them and giving them the knowledge.
Dr. Mikhail believes each and everyone should have a professional advisor with honesty, integrity, education and a long-term commitment to help make things simpler and less complicated.
Dr. Mikhail and Mary continue to provide and deliver high-quality service and products to individuals and their families from Bakersfield all the way to San Diego.
Dr. Mikhail is responsible for meeting personally with clients, researching client issues, preparing and presenting financial plans and updates annually.
Dr. and Mrs. Mikhail always believe that retirement accounts should be protected from the market downside and only have the potential on the upside because every time retirement accounts go down that means you need to postpone and reschedule your retirement.
Dr. Rafeek Mikhail, CRFA
Valencia, CA
661-977-3371
www.camu.biz
Member in good standing through 6/13/2011. |
|
|
Bob Neace
14300 NE 20th Ave STE D102
Vancouver, WA 98686
Ph: 360-573-6864
|
|
 |
Bob specializes in retirement distribution planning and helping minimize taxes on Roth IRA rollovers. Bob is a Certified Retirement Financial Advisor (CRFA) and in 2004 became the first person in the state of Washington to hold that designation. The CRFA training is an intensive program and the only financial advisor credential focused solely on preserving and managing low risk retirement portfolios. With an estimated 1 million financial advisors in the U.S., less than 1 in 100 advisors have earned the CRFA credential.
Bob worked in the insurance industry in both Oregon & Washington for 11 years and has been a past member of the National Council on Aging, (NCOA) a non-profit senior advocacy group. He is the co-author of "The Medicaid Planning Guidebook", Welfare or Entitlement, What Every Senior Should Know.
Bob is a fifth generation Washingtonian born and raised on the dry side of the state. He has resided in the Portland area for the past 19 years and now makes his home in Vancouver, Washington with his feisty Australian cattle dog named Wyatt and an overgrown house cat named Max.
Member in good standing through 10-27-2010 |
|
|
Carol M Newkirk
632 N Woodland Blvd #1
Deland, FL 32720
Ph: 386-738-7535
|
|
 |
| Member in Good Standing through 3-25-2011 |
|
|
Douglas Nickson
4925 123rd PL SE
Bellevue, WA 98006
Ph: 425-649-1925
|
|
 |
Member in good standing through 9/15/10.
MBA Master of Business Administration
MSCLS Master of Commerce and Legal Studies (Law School)
RFC Registered Financial Consultant
CSA Certified Senior Advisor
CRFA Certified Retirement Financial Advisor
DOUGLAS C. NICKSON began his career in financial services in 1970. After advancing to company president of several firms, he eventually launched his own financial services firm. He and his wife Karen Nickson, specialize in providing products and services that provide security in retirement to seniors and other retired persons.
Douglas is an Eagle Scout and volunteers extensively with the Boy Scouts of America. He is the immediate past Chairman for Cascade District (Bellevue & Mercer Island) and was awarded the 2006 Silver Beaver Award for a lifetime of service to youth. He is a retired U.S. Naval Reserve Commander and served on a five-state advisory board for the United States Navy. He is a past president of the Newport Hills Swim and Tennis Club.
Nickson Secure Retirement is a member of the Better Business Bureau and the National Ethics Bureau (800-282-1831 or www.ethicscheck.com). Please feel free to obtain our ratings from these organizations.
You are never billed for our services. Our fees are covered by several supporting companies that offer a wide variety of highly competitive financial solutions.
Your confidential information will never be sold to any other company.
Each year during February and March, we offer in-office only 1040 tax preparation for a flat fee of $49.00 for our clients. This nominal fee is paid directly to our contracted tax preparer. This service is offered in support of the senior community.
|
|
|
David Noble
11284 Borgen Loop
Gig Harbor, WA 98332
Ph: 425-760-5889
|
|
|
| Member in good standing through 10/27/10. |
|
|
Marta Nystrom
Santa Fe, NM 87507
Ph: 505-473-9572
|
|
|
Marta Nystrom is a financial educator, independent life and health insurance broker and independent investor advisor rep. Marta takes a holistic approach to working with her retired and soon-to-be-retired clients, delving into their values, goals, tax situation, estate plan and overall financial picture, especially with a view towards making sure her clients don�t run out of money before the end of their lives.
Marta�s approach to financial planning is similar to her approach to strategic planning, which she did for a number of years for real estate boards around the state of New Mexico before entering the financial services arena.
Formerly affiliated as a broker with Dain Rauscher, she gravitated to the investment advisory services field, which she felt was more compatible with her goal of always seeking to act in the client�s best interest. Her clients vary from business owners, attorneys, engineers, and scientists, to homemakers, teachers, real estate professionals and others. What they have in common as her clients is a desire to work with a professional who is accessible, ethical, caring, and professional and who seeks to empower them through knowledge and regular communication while at the same time managing their portfolios with the highest degree of fiduciary responsibility.
Marta is a Certified Retirement Financial Advisor (CRFA) and Certified Senior Advisor (CSA), who graduated Phi Beta Kappa, cum Laude, from the University of Colorado in 1976. She has been a resident of New Mexico since 1990, where she has served as a volunteer for numerous non-profit organizations, including the New Mexico Project for Financial Literacy and the New Mexico Coalition for Financial Education. She founded the Senior Resource Alliance of Santa Fe in 2005 and has taught for the Lt. Governor on three occasions at the annual Conference for Financial Literacy.
When not helping clients make more money or protect their assets, her hobby is kicking �bootie� as a third degree black belt in the martial art of tae kwon do.
Marta may be contacted at her office by calling 505-473-9572.
Member in good standing through 6/16/11.
|
|
|
Thomas OConnell
2001 Route 46, Ste 506
Parsippany, NJ 07054
Ph: 973-394-0623
|
|
|
| Member in good standing through 6/1/10. |
|
|
Virgil D. Packer
26218 Oakridge Dr.
Spring, TX 77380
Ph: 832-381-2515 x 106
|
|
 |
Virgil Devereaux Packer (Devin), is a well-known local expert in Northern Houston. He is licensed by the National Association of Securities Dealers in Washington D.C. to advise and assist investors in the state of Texas. Additionally, the state of Texas has licensed Devin to assist people with insurance issues to best protect their estate values. Furthermore, as a Certified Retirement Financial Advisor, Devin is experienced in assisting seniors on the best way to protect their assets and how to invest wisely. He has helped hundreds of retirees to lower their taxes by as much as 50%, eliminate taxes on Social Security income, avoid estate taxes and increase fixed monthly income during retirement. His goal is to provide clients with a sense of peace and completion with regards to their financial well being and longevity.
Devin graduated from Sam Houston State University with a Bachelor's degree in Economics and is a registered representative with Midkiff & Stone Capital Group, Inc. In addition, he is an annuity specialist, holds a CRFA designation and is the president of Devereaux Investments, Inc., a financial planning firm and annuity service center that services annuity owners in Houston and surrounding communities. He specializes in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping seniors avoid the most common financial mistakes.
Devin resides in The Woodlands, Texas with his wife Teresa and 2 daughters, Audrey and Aaryn.
Member in good standing through 12/31/10.
|
|
|
John Padilla, CRFA, CSA, CLTC
35 Colonial Drive
Newtown, PA 18940
Ph: 215-860-1810
|
|
|
John became New Jersey's first CRFA in February of 2003. With 18 years of unblemished experience, he's been in private practice since January of 2000 specializing in retirement planning. His forte is working with investments which protect and preserve your principal investment. He is a also Certified Senior Advisor and Certified Advisor in Long Term Care. Licensed with over 40 companies in the states of New York, New Jersey, Pennsylvania and Florida, he provides you with unbiased recomendations of the best retirement programs available. He lives in the Newtown, PA area with his wife Francesca and two children.
Member in good standing through 6/16/10. |
|
|
Jason Parker
9057 Washington Ave. NW #104
Silverdale , WA 98383
Ph: 360-227-2701
|
|
 |
| Mr. Parker is the founder of Parker Financial LLC. In addition to being a Certified Retirement Financial Advisor (CRFA), he is a respected investment advisor, insurance professional and business leader in Kitsap County. He is a member in good standing with the National Ethics Bureau, The Society of Certified Senior Advisors and the Silverdale Chamber of Commerce. Mr. Parker works with a small group of private clients, and he is a well-known financial strategist, speaker and educator. He is the host of the popular radio program "Sound Retirement Radio" as broadcast on 1400am KITZ on Saturdays at 8am. He is also a regular article contributor to the Kitsap Peninsula Business Journal. He specializes in working with retirees who share the common values of faith, family, community, integrity and honesty. Mr. Parker lives in Poulsbo, with his wife of 13 years, Rebecca and their two children. |
|
|
Allan Curtis Parlier
227 Milholland Dr
Elkton, MD 21921
Ph: 302-540-4942
|
|
 |
| Member in good standing through 11/30/10. |
|
|
Nino Pavan
540 W Baseline Rd #10
Claremont, CA 91711
Ph: 909-626-1642
|
|
|
| Member in good standing through 8/25/10. |
|
|
Caroline Peek
7810 Ballantyne Commons Parkway; Suite 300
Charlotte, NC 28277
Ph: 704-847-6552 <> 800-400-0398
|
|
|
Caroline's 'hands-on' approach as your financial advisor ensures each individual client he/she is a team member as a client now and in the future. Her clients consists of individuals, business owners, and retirees. Each individual client's interests,objectives and personal goals are her top priority. As President of Financial Benefits located in Charlotte, NC, her mission statement is "providing advice and recommendations that will financially benefit you {the individual client)". With over 15 years of experience in the financial advisory industry Caroline maintains a valuable reputation as a true professional. She has a BS degree earning the following prestigious professional designations - Certified Retirement Financial Advisor, CRFA, Certified Long-Term Care Consultant, CLTC, and is an active member of Certified Senior Advisors, CSA designation. If you are searching for a financial advisor/retirement specialist for planning, accumulating, preserving & protecting your assets give Caroline a call for a free introductory consultation.
Member in good standing through 4/21/10. |
|
|
Al Penry
1011 Brioso Drive - Suite 109
Costa Mesa, CA 92627
Ph: (949)722-2323
|
|
 |
Al Penry is a Certified Retirement Financial Advisor and specializes in retirement planning, financial analysis and Insurance Services. Al is Founder and CEO of Corporate Benefit Systems Inc., a company specializing in retirement, 401(k) plans, pension plans, employee benefits and wealth management of high net worth individuals. Al’s knowledge, longevity and experience working with individuals and corporations make him a recognized leader. He has become a mentor and coach to other top professionals in the industry by helping them reach new heights in their careers. Al has been a guest speaker for many top companies and broker/dealers. Companies exercising their trust in Al’s expertise and knowledge include US Allianz, ING Retirement Services, Financial Network, Centaurus Financial, NRT and Coldwell Banker.
www.corpbenefits.net
Corporate Benefit Systems has assisted in protecting over $185,000,000 in assets
Member in good standing through 01-28-2011
Charter Member |
|
|
Ross Poole
1635 So. Ridgewood Ave.(US-1), Suite 203
South Daytona, FL 32119
Ph: 386-761-5552
|
|
|
Ross Poole, a Port Orange area resident for 24 years, is married to his wife Dorys for 14 years and has 2 children, 8 and 11 years. Ross was born and raised on Long Island, New York and left to graduate Florida State University in 1983 with a B.S. in Business Administration. Active in the community, and with his hobbies of boating and bicycling, Ross finds time to spend with his siblings and parents who are residents of New Smyrna Beach. Ross is also a member of FAIFA (Florida Association of Insurance and Financial Advisors).
Ross Poole was personally recruited by Dean Nowak, President of Infinity Financial Network, P.A., from a well recognized domestic and International Financial Planning Firm where he began his career. Dean Nowak appointed Ross Poole as Senior Executive Vice President of Infinity Financial Network, P.A. to develop and expand East Central Florida operations including Volusia and Flagler Counties. Ross was chosen for his excellent ability to communicate with clients of all levels but with an emphasis on retired families and those approaching retirement since their needs are unique and must be reviewed on an individual basis for the best possible planning. Given his clientele, Ross focuses on Asset Preservation Strategies, Retirement Income planning, Income tax reduction, Medicaid planning, wealth management, and Estate Planning Strategies. Ross, as an independent broker and advisor, is able to remain objective and non-bias since he works for his clients, not for any one specific company. Suitability is paramount when working with clients especially when no investment risk can frequently be a requirement of our clients.
Ross is centrally located to his clients and is available to see clients at his office or at their home.
Member in good standing through 11/14/10.
|
|
|
Mike Porrey
205 N Michigan Ave Suite 1614
Chicago, IL 60601
Ph: 312-946-1000
|
|
|
| Member in good standing through 7/17/10. |
|
|
David Powell
775 Sugar Cane Lane
Port Orange, FL 32129
Ph: 386-868-5858
|
|
 |
| Member in Good Standing Throught 3-16-2011 |
|
|
John Presbitero
10 Fairway Drive, Suite 300
Deerfield Beach, Fl 33428
Ph: 954-425-0665
|
|
 |
| Member in good standing through 12/16/2010. |
|
|
Chuck Price
555 SE 99th Avenue, ste 103
Portland, OR 97216
Ph: 503-253-3000 or 877-50-PRICE(77423)
|
|
 |
Chuck Price, Certified Retirement Financial Advisor (CRFA) has been assisting seniors for 30 years to protect their assets and invest wisely. In fact, he has assisted over 1,500 retirees to safely invest into secure investments. He has advised retirees of Qwest, AT&T, Alcoa, Oregon & Washington PERS, as well as many other National & Local Companies.
Chuck was one of the first Financial Advisors in Washington and Oregon to become a Certified Retirement Financial Advisor (CRFA). This special training focuses on the specific financial needs of retirees. With over 1 million people involved in estate planning: less than one half of one percent of them have earned the (CRFA) designation.
Chuck has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.
Chuck is a respected Financial Advisor serving Oregon and Southwestern Washington since 1970. His office is located at 555 SE 99th Avenue, Suite 103 Portland, Oregon 97216 in the NettWorth Financial Group Office Building.
Chuck Price, CRFA is President of the Price Financial Group dba NettWorth Financial Group and is included in the National Register�s WHO�S WHO in Executives and Professionals Edition 2005-2006
Chuck Price, CRFA is a Financial Advisor offering securities and advisory services through FSC Securities Corporation Member NASD/SIPC and registered investment advisor.
Member in Good Standing through 12-01-2010.
|
|
|
Richard Price, MA, MOL
2860 State Rd 84, Suite 103
Ft. Lauderdale, FL 33312
Ph: 954-792-3779
|
|
 |
Richard is consultant to Broward Principals' & Assistants' Association members for retirement planning. His firm focuses on retirement income planning assisting individuals preparing for, transitioning into and living throughout their retirement years. He graduated from Regent University Summa Cum Laude with a Masters in Organizational Leadership and Business Development in December of 2004.
Member in good standing through 3/31/2011. |
|
|
Michael (Mike) Quinlan
10 Fairway Drive, Suite 300
Deerfield Beach , FL 33428
Ph: 954-425-0665
|
|
 |
| Member in Good Standing through 11/30/2010. |
|
|
Duane Randolph
5311 Legion Drive
Mt. Airy, MD 21771-5703
Ph: 800 528 6309
|
|
|
| Member in good standing through 9/1/10. |
|
|
Harold Reeverts
387 McKinley Avenue
Williamsville, NY 14221
Ph: (716)626-4063
|
|
 |
HARRY REEVERTS is a professional Certified Retirement Financial Advisor that is committed to assisting you in achieving an increase in your income, a reduction in your taxes while planning for your retirement years. In addition, Harry will investigate the appropriateness of living trusts and other creative solutions for your situation. He will take the time to logically explain appropriate solutions in detail and with simplistic formats. He is a graduate of the University of Arkansas with a Master’s degree in Management and Buffalo State College with a Bachelor’s degree in Secondary Education/Mathematics, and served in the U.S. Air Force. His work experience is in various leadership roles in the military, worker retraining programs, and at the college level. Harry looks forward to serving your needs with integrity and diligence.
Member in good standing through 8/1/11.
|
|
|
Matt Repass, CRFA, RFC
1801 Sweetbay Dr.
Salisbury, MD 21803
Ph: 410-546-5600
|
|
 |
“Sleep Well At Night” or “SWAN” is the goal behind the financial plans Matt designs for his clients. As a financial advisor with over 23 years of experience helping clients protect and grow their assets, Matt is focused on the financial challenges that face retirees and pre-retirees in today’s ever changing economy. Designing financial plans which afford clients to live the retirement they had envisioned throughout their careers, without the risk and worry of market fluctuations, inflation pressures, and running out of money during their lifetime is the foundation of his planning.
Drawing from a vast background in the retirement planning arena, Matt’s professionalism and experience broadens the financial expertise of PKS Advisors. In a vocation of continuous education Matt began his career in 1986 with New York Life Insurance Co. and NYLife securities. In an effort to further deepen his knowledge, expertise and services he could provide his clients, Matt became an independent advisor in 1993 focusing exclusively on retirement planning.
In an age of specialization, financial professionals recommend; “finding a financial advisor educated and specializing in retirement planning is analogous to using a Cardiologist to treat your heart condition compared to your General Practitioner”. “You could use any financial professional to assist you in retirement, however to deal with issues as critical and specific as planning your retirement we recommend a specialist”.
Matt is a Certified Retirement Financial Advisor, CRFA™ having successfully completed an intensive and thorough course qualifying him as a specialist in retirement planning. Matt also holds a designation as a Registered Financial Consultant, RFC, from the International Association of Financial Consultants. Matt is a licensed insurance agent, securities representative and an Independent Trust Consultant to Summit Trust Co., Private Client Services
Aside from his work as a financial advisor Matt is most proud of the opportunity he had in 2003 to pursue a longtime dream of his, design and teach a high school class he called “Life Skills”. Recognizing the need to educate high school students on basic Life and Financial skills necessary for the “real world”, Matt got the opportunity to teach his course at an inner-city Baltimore school, Our Lady of the Rosary High School. Matt recalls that year as perhaps the most enriching time of his life.
Member in good standing through 12/15/2011.
|
|
|
Matt Rich
48 Tram Drive
Oxford, Ct 06478
Ph: 203-8884210
|
|
|
Financial Consultant with over 14 years experience in all areas of retirement planing. My 6 month review process keeps you in touch with your goals and allows for market condition changes.
Member in good standing through 7/15/10. |
|
|
Howard Rigg
P.O. Box 4897
Lutherville, MD 21094-4897
Ph: 410-628-2732 / Toll Free: 877-645-2732
|
|
|
Howard Rigg is President of Retirement Advisors, LLC. He's been helping Marylanders for over fourteen years to increase income, reduce taxes, preserve assets and grow their nest eggs. You'll find him listed on Ed Slott's website, www.irahelp.com, under "Trained Expert IRA Advisors". He's also a member of Ed Slott's Elite IRA Advisor Group. He holds advanced designations, including Certified Retirement Financial Advisor (CRFA), Certified Senior Advisor (CSA) and Certified Fund Specialist (CFS). He's licensed by the National Association of Securities Dealers (Series 6, 63 and 65). Additionally, he holds a Maryland insurance license. His home is Mays Chapel North in Timonium and he's active in community association boards in Mays Chapel North as well as Ocean City, Maryland.
Member in good standing through 11/12/10. |
|
|
Sydney Rogers
57 Four Mile River Rd, Ste 2
Old Lyme, CT 06371
Ph: 860-434-3363
|
|
|
| Member in good standing through 8/20/10. |
|
|
E. Dale Scarborough
1529 Widows Mite Road
Edgewater, MD 21037
Ph: 410-956-1212
|
|
|
President- Bay State Financial Services,Inc. Dale has been in the financial services field for over 25 years and is licensed by the National Association of Securities Dealers (Series 6,7,24,63,66),and the Maryland Insurance Commission. He is a Certified Senior Advisor as well as a Certified Retirement Financial Advisor. The emphasis of Dale's practice is to provide good, honest service, while helping retirees not only grow their assets, but protect them as well. He established Bay State Financial for the purpose of providing clients a full range of services from insurance to investments with a focus on pre and post retirement planning. His firm prides itself on old fashioned care and good service to clients.
Member in good standing through 12/10/2009. |
|
|
Jeffrey S. Scheithe, CFP CSA CFA CRFA
315 S. Wheaton Ave.
Wheaton, IL 60187
Ph: 630-221-1112
|
|
|
Jeffrey S. Scheithe, CFP®, CFS®, CSA®,CRFA™
is President and CEO of SAI Financial Services, Inc., formed in 1980. Jeff specializes in Comprehensive Financial Planning, developing strategies and sound investment discipline in areas of Retirement, College, Investment, and Asset planning. With over 26 years of experience, he helps individuals and businesses with “Planning today for tomorrow”.
Jeff’s credentials include the designations of CERTIFIED FINANCIAL PLANNER, CERTIFIED FUND SPECIALIST, CERTIFIED SENIOR ADVISOR, and CERTIFIED RETIREMENT FINANCIAL ADVISOR which all require strict adherence to professional guidelines and ongoing continued education.
CFP is a program that holds the planner responsible to provide competent and ethical financial planning and is the standard for the industry. CFS is a program that provides the tools for implementing an effective asset allocation in the area of mutual funds. CSA is a program of study in the financial, medical, and social aspects of aging. CRFA is a program that trains advisors to be specialists in managing and providing advice on the financial issues specific to retirees such as reduction of income tax, portfolio construction, insurance review, retirement income, beneficiary planning, and review of estate plan.
He is a registered representative & investment advisor representative with Waterstone Financial Group in Itasca, IL.
His commitment to ongoing education is evident in his designations from the College for Financial Planning and his membership in the Institute of Certified Fund Specialists. Jeff believes in giving to his community through teaching adult education classes at area colleges and presenting seminars and workshops in the financial realm. Jeff is committed to providing individuals with solutions for their financial future and believes in building his business by building relationships from generation to generation.
Born and raised in the Chicagoland area, Jeff is a graduate of the University of Illinois at Chicago with a BS in Finance and a BS in Economics. Jeff and his wife Cathy have two teenage children, Jessica & Jaclyn, two cats, and two dogs. He enjoys travel, the outdoors, and spending quality time with the family. Jeff’s other interests include reading, NASCAR racing, computers and golf.
Member in good standing through 8/28/10.
|
|
|
Marc Schoen
2775 Cruse Road, Ste: 2202
Lawrenceville, GA 30044
Ph: 770-806-1040
|
|
|
Member in good standing through 5/1/11.
Marc A. Schoen ERPA, QPA, CFC, CRFA, LUTCF has been in the Retirement field for over 40 years. His knowledge and insight has been an asset to his clients. His ability to match design with a client's needs is uncanny. Over the many years he has been in the field he has been recognized as Small Businessman of the Year (2003) by the RNCC, Top of the Table qualifier (MDRT), Listed in Marquis Who's Who in the World, Prudential Community Service award winner, Rotarian of the Year, #1 agent numerous times for the Insurance Companies he represented as well as #1 in the mutual fund field and many various other accolades.
Schoen has authored over 250 articles on both qualified and non-qualified employee retirement benefits. He was the voice on radio's "Business Views & News You Can Use." Schoen was the qualified plan commentator on TV's "Main Street; Wall Street," a business news program.
Schoen is an “Enrolled Retirement Plan Agent” (ERPA) and is authorized to practice before the IRS for clients on retirement plan issues. http://www.irs.gov/pub/irs-tege/list_erpas.pdfhttp://www.irs.gov/pub/irs-tege/list_erpas.pdf (#273). Schoen has testified in both State and Federal courts as an expert witness.
|
|
|
Kevin Semisch
10 Fairway Drive, Sutie 200
Deerfield , FL 33428
Ph: 954-425-0665
|
|
|
| Member in good standing until 01-15-2011 |
|
|
Igor Shaykevich
5205 N Ironwood Rd #102
Glendale, WI 53217
Ph: 414-967-5624
|
|
 |
Igor Shaykevich RIA, CSA, CRFA is President and Founding Principal of
Independent Solutions, LLC and has been assisting seniors in Wisconsin for over 15 years. He has helped thousands of retirees and pre-retirees into secure investments.
Igor became known for hot topics he discusses as a host of “Safe Money and Retirement Show” on WOKY, WRRD and WRJN radio stations. Mr. Shaykevich has developed specialty in assisting retirees and those about to retire who want to protect their principal, insure that their money will last and transfer their wealth to next generations. His practice focuses on helping pre-retirees and retirees to avoid the most common financial mistakes. As a result of his strategies, Igor’s clients enjoy Total Wealth Optimization. Because they are freed from the chains of financial worry, they are able to spend time doing the activities that bring them the most internal satisfaction. They are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.
Each year, Mr. Shaykevich educates area investors by holding educational seminars open to the public. Topics include: taking money out of IRA’s tax-free, stopping the unfair tax on your Social Security Income, how to get long-term care protection without paying annual premiums, safe vestment alternatives, protecting yourself from market losses, and much more.
Mr. Shaykevich has been assisting his clients achieve their financial objectives since 1994. He holds a number of licenses and designations and continues improving his knowledge base by attending several advanced planning industry meetings held throughout the year. Mr. Shaykevich has been invited to share his knowledge in financial education class at University of Wisconsin, interviewed on Wisconsin radio and published in local community newspapers with comments on financial issues.
If you are looking to protect your capital and insure that your money lasts, feel free to contact Igor Shaykevich for a no obligations introductory meeting.
Igor and his family live in Glendale, WI.
Member in good standing through 12/18/2010. |
|
|
Scott Slater
640 E 700 S. Suite 302
St. George, UT 84770
Ph: 435-673-9599
|
|
|
| Member in good standing through 3/1/10. |
|
|
Jack Stephens
5852 Royal Ridge Dr
San Antonio, TX 78239
Ph: 210-590-6878
|
|
|
Jack is a Financial Consultant, Registered Principal, Certified Retirement Financial Advisor (CRFA) and a Certified Senior Advisor (CSA). Jack graduated from the University of Arkansas with a B. S. in Management and Labor Relations and has done graduate work in Finance at Southwest Texas State now Texas State University.
Success has been defined as the progressive realization of a worthwhile goal. Most of our lives that goal is accumulating assets to carry us through retirement and little thought is given to how you are going to use these assets in retirement. Jack can help you set your retirement financial goals, help you wisely access your investments and avoid costly mistakes made by many retirees. Jack specializes in working with retirees and those about to retire who want to protect their investments and make sure that their money lasts. Most retirees are not taking full advantage of available tax saving strategies and benefit from a financial check up.
Jack and his wife Gloria have 5 grown children and 5 grand children and they live in San Antonio, Texas.
Member in good standing through 2/1/2011.
|
|
|
Ken Stone
10101 Alliance Rd. Ste 180
Cincinnati, OH 45242
Ph: 513-793-8445
|
|
|
| Member in good standing through 10/27/10. |
|
|
Denise Todd
11120 N. Tatum # 101
Phoenix, AZ 85028
Ph: 602-953-5000
|
|
|
| Member in good standing through 8/1/10. |
|
|
James Tripp
6404 Johnson
Brentwood, TN 372027
Ph: 615-594-3467
|
|
|
Toll free number is (800)590-0182
Member in good standing through 6/4/11. |
|
|
Fernando Valente
3293 Valley Rd
Basking Ridge, NJ 07920
Ph: 908-604-6526
|
|
|
| Member in good standing through 2/20/11. |
|
|
Harriet Veenker
309 Minnesota Ave N
Aitkin, MN 56431
Ph: 218-927-4560
|
|
|
Do you know what amount of income you need in retirement and how your social security income will be taxed? Most people do not. As a Certified Retirement Financial Advisor and Chartered Retirement Plans Specialist, Harriet can help you save properly for retirement and now outlive your money once you decide to retire.
Disclosure: Securities and Investment Advice offered through Transamerica Financial Advisors, Inc., a Registered Broker Dealer and Investment Advisor, member FINRA/SIPC. North Woods Retirement Services and Transamerica Financial Advisors are not affiliated companies.
Member in good standing through 4/22/11. |
|
|
Gary Vena
33600 6th Ave S, Suite 204
Federal Way, WA 98003
Ph: (253) 838-3212
|
|
|
Gary F. Vena
Mutual Service Corporation
33600 6th Ave S, Suite 204
Federal Way, WA 98003
(253)838-3212
FAX: (253) 838-3216
email: gfvee@hotmail.com
Member in good standing through 4/22/11.
|
|
|
Thomas Vermeulen, CFS
1220 County Center Dr W
Waterford, MI 48328
Ph: 248-332-9171 x 1350
|
|
|
| Member in good standing through 8/19/11. |
|
|
Scott Viesselmann
12039 E Welsh
Scottsdale, AZ 85259
Ph: 480-451-5385
|
|
|
Specializing in solving the needs and concerns of retirement for 28 years!
Member in good standing through 6/16/11. |
|
|
Greg Weisheit
3265 Hardwood Hollow
Medina, OH 44256
Ph: 330-723-7241
|
|
|
President of TrustCPA (1980 to current), Estate planning, trust services, income taxes and accounting etc.
President of GJW Investment Adviser LLC (2005 to current). Registered Investment Advisor, retirement moneys, investment strategies etc.
Cleveland State University (1977) Cum Laude, Beta Alpha Psi & Beta Gamma Sigma.
Featured as the financial expert on "Ask The Money Doctor" via the American Institute of Certified Public Accountants.
Various designations such as, CPA, AICPA/PFS, CRFA.
Married to Cindy (35 years!) three grown children, waiting on some grandkids.
Enjoy golf, reading, travel and seeing clients live their retirement dreams.
Member in good standing through 2/20/11. |
|
|
William Wolk, CRFA , CSA
660 Newtown-Yardley Rd Suite 108
Newtown, PA 18940
Ph: (215) 860-9050
|
|
 |
William Wolk is a well-known financial educator and has taught over 10,000 adults how to be better investors. For 13 years, William has shown investors how to preserve their assets, increase their income as much as 30%, reduce income taxes up to 50% and select investments for long-term security. William has held senior positions with John Hancock Financial Services and Signator Financial Network. He is regarded as a leading expert in financial matters of seniors. He is the founder of Newtown Wealth Management Inc. and has hosted many senior retirement presentations including The Health & Wellness Center by Doylestown, Robert Wood Johnson Health & Wellness Center for pre-retirees and retirees. He is a U.S Army veteran, a Rider University graduate, a Certified Retirement Financial Advisor and a Registered Investment Advisor.
Member in Good Standing Throught 03-16-2011
Charter Member |
|
|
R. Paul Wood
923B Russell Avenue
Gaithersburg, MD 20879
Ph: 301-963-0429
|
|
 |
| Paul Wood has been a professional financial planner since completing a 20 year career in the U.S. Navy in 1991. He is board certified as both a Certified Retirement Financial Advisor (CRFA) and a Certified Senior Advisor (CSA), and is a graduate of the Ed Slott 2-Day IRA Workshop. His training and experience place him in the top 1% of financial advisors nationwide in solving the monetary issues facing seniors today. He founded and is the Chairman of Retirement Finances of Secured Assets, LLC, a Gaithersburg, Maryland elder planning firm exclusively administering to the distinct and unique needs of retirees and those near retirement. Paul works with his clients and their spouses to produce a lifetime of inflation protected income by using mistake free wealth preservation practices. He combines these strategies with little known and under utilized tax advantages available to seniors that reduce or eliminate probate costs, promote effective estate planning, and provide for the maximum wealth transfer to following generations. Paul is licensed for insurance and securities in Maryland and Virginia. |
|
|
Buddy Woods
1770 E. Vila Dr. Ste 2
Cottonwood, AZ 86326
Ph: 928-634-9721
|
|
|
Buddy Woods was born in Phoenix, Arizona and moved to Texas at the age of four. After finishing high school he moved back to Phoenix and attended Arizona State University and graduated with a Bachelor of Arts Degree; during that time he served in the U.S. Marine Corps Reserve.He is married with three children and three grand children. He is an approved member of the National Ethics Bureau and is a member of the National Association of Christian Financial Consultants . He also serves as an executive board member for Rusty's Morning Star Ranch; Rusty's Morning Star Ranch is a home for adults with Autism.
Buddy believes that morals, ethics and values are more important than anything. He considers himself as a "Safe Money Specialist" and is dedicated to keeping your money secure, and protected while earning a reasonable rate of return.
Buddy and his company,Southwest Financial Solutions Group are very motivated to help.Buddy believes you should have honesty, integrity,education and simplicity in choosing and working with a Financial Advisor.
Member in good standing through 8/4/10. |
|
|
Richard Zerah
3601 Hempstead Turnpike
Levittown, NY 11756
Ph: 516-735-4717
|
|
 |
Richard specializes in the area of retirement planning, specifically focusing on retiree issues and "red zone" issues (the 5 years before and after retirement). His approach to retirement planning is very process oriented. Employing the use of questionnaires and one on one meetings, Richard possesses the skill sets to navigate through many of the critical issues facing retirees.
Richard is a financial advisor with Princor Financial Services, Inc., a broker dealer affiliated with The Principal Financial Group. By virtue of the vast resources available through these entities, Richard has the ability to implement many of the strategies relevant to retirees.
Richard has earned several other designations in the field of financial planning, including Certified Financial Planner, Chartered Retirement Planning Counselor, and Chartered Mutual Fund Counselor. |
|
|
Anthony Zimmer
3909 75th Street, Suite 101
Aurora, Il 60504
Ph: 630-723-0900
|
|
|
| |
|
|
|
|
