With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it.In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to build

Interview with Financial Professional Bill Andrews Discussing Objectives for Bond Allocations

Cory Roberson serves as the Founder/CEO of FIN Compliance (FinCompliance.io), a comprehensive consortium specializing in compliance, consulting, and training management solutions tailored to assist boutique investment firms in structuring, maintaining, and enhancing their internal regulatory review programs.In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training challenges within the broader financial services ecosystem. This ecosystem encompasses investment advisors, Broker-Dealer (hybrids), auditors, and financial service consultants.Cory is a member of the National Association of Insurance and Financial Advisors (NAIFA). His firm, FIN Compliance, has earned recognition with the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (ÁAAA), Kitces.Com Advisor Tech Directory, and has been featured in various articles in Financial Planning Magazine.Cory has also been a featured speaker at notable events, where he has engaged in discussions such as “RegTech & The Current State of the Compliance Ecosystem” at the FinTech Diaspora Forum, sponsored by Prohaus VC, The Fintech School, and Innovate the Next. Additionally, he has spoken on “RegTech: Re-Engineering Compliance for Wealth Managers and Financial Advisors” during the ICO4Impact Virtual Summit, sponsored by Beyond Capital Markets. His previous publications include an article titled “Raising the Bar for Compliance: 10 Tips for Practice Management,” which was featured in a Financial Planning Association – Silicon Valley (FPA) newsletter in 2014.Impact:Over the course of 15 years, Cory has devoted his time to volunteering with three church ministries, school programs, and currently a youth-based organization in Fairfield (“Leaders of Men”). As a part his past global projects, Cory has held business sessions and classroom instruction for students in South Korea, China, South Africa, Thailand, Peru, and India. In alignment with his book, “From Student to Entrepreneur: Making the Transition to Business,” Cory is a dedicated design strategist with a fervent commitment to creating a space for innovation, ministry, creativity, and business.Learn more:https://fincompliance.io/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance

Interview with Cory Roberson, Founder and CEO with FIN Compliance

Justin, with a blend of military and corporate leadership, catalyzed the expansion of Cybeats as Chief Operating Officer and brings nearly 20 years of strategic and operational expertise, underscored by decorated service as a senior officer in Special Operations Forces.Learn more:https://www.cybeats.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-justin-leger-chief-operating-officer-with-cybeats-discussing-sbom-studio

Interview with Justin Leger, Chief Operating Officer with Cybeats Discussing SBOM Studio

I started in Retirement Preservation Planning 22 years ago as the Tech Bubble, started moving towards a meltdown, and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager, as my Father was the Regional Director of the Nation’s largest Brokerage firm. I saw an alarming lack of expertise when it came to transitioning people from the asset accumulation phase to the asset preservation and distribution phase of retirement. At Wealth Pilots, we are dedicated to helping clients make the critical decisions necessary to avoid the unnecessary and avoidable risks of retirement such as longevity risk, market risk, and tax strategies to maximize income.Bill says: “At Wealth Pilots we believe your Retirement Plan should include a Flight Plan for all possible conditions. This stands for Future, Lifetime, Increasing Income, Growth, Hedging and Taxes.”Learn More:https://www.wealthpilots.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan

Interview with Jim Billington, Managing Director of Wealth Pilots Discussing the Retirement FLIGHT Plan

Jeff Buehner is the world’s foremost expert on the writings of the richest man to ever walk the earth – Sultan Musa of Mali. For 25 years, Jeff has used historical lessons in wealth-building to help his clients take control of their lives, manage their feelings, and achieve their dreams. Jeff recently authored The Sultan’s Seven Secrets to help spread his knowledge and lessons to a worldwide audience.Learn More:https://sultans7secrets.com/ Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-buehner-author-of-the-sultans-seven-secrets

Interview with Jeff Buehner Author of The Sultan’s Seven Secrets

Troy Thompson is the owner and founder of Angel Of Freedom Financial. He works with a proactive team of specialists who provide tremendous value in the areas of tax, law, wealth management, risk management, estate planning, and business development. This holistic approach multiplies and accelerates current plans, and identifies areas for enhancement.Troy has over 28 years of investment and insurance experience. As an active-duty Registered Nurse, he started his finance experience as a client in 1995. After Troy’s retirement account was cut in half the second time in 2008, he realized the limitations of the conventional approach. This led to a journey of personal discovery and investigation of alternatives that resulted in his current practice of offering a Virtual Family Office.Learn more:https://aoffinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial

Interview with Troy Thompson, Owner and Founder of Angel of Freedom Financial

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way. Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance

Interview With Gary Scofield Founder Mansfield Financial Strategies Discussing Life Insurance

Raymond is a seasoned independent financial advisor with over 20 years of comprehensive experience and cross-cultural background. He provides customized financial solutions to help high-net-worth clients. During the 2008 financial crisis, his clients had no exposure to subprime products.Raymond is the award winner of Advisor / Council by Fidelity & Municipal Bonds Council by Eaton Vance Group.Raymond used to work for Morgan Stanley and Merrill Lynch. He has won various awards, such as Best Career 2008 & 2010.Raymond loves his community and served two terms as a director on a volunteer basis through elections for the Gwynedale Residents Association.After coming to the USA, Raymond attended the Financial professional program at Wharton Business School, and he is one of the top students in the class. Raymond graduated from a top business school: the University of International Business & Economics in Beijing, China, he was a dean’s list honor winner.Currently, Raymond holds investment licenses series 6, 7, 31, 63 & 65 and various life insurance licenses and real estate agent licenses in PA & NY.Raymond speaks: English & Mandarin.Raymond’s hobbies after work: are walking, Swimming, Golf, Music and reading.Learn more:http://www.gwmgwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-raymond-zong-financial-advisor-founder-of-global-wealth-management

Interview with Raymond Zong, Financial Advisor Founder of Global Wealth Management

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family and associates.Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.Learn More:https://www.cavufinancial.comSecurities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. Any comments made here are general and not intended to provide ERISA, tax, legal or investment advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discu

Interview with Fred Cook Partner & Wealth Advisor w/CAVU Financial Discussing Portfolio Preservation

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.Learn More:https://cooktaxandretirement.com/Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing How Taxes Impact Retirement

Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies

Interview With Ron Cook Jr, Owner of RC Wealth Advisors Discussing Smart Retirement Strategies

Linda is a lifetime entrepreneur, international best-selling author, and accomplished musician. Growing up with 7 highly competitive brothers, she learned the importance of standing out by learning how to play the piano. Her early business lessons led her to become a professional musician at the age of 14, and within a few years led to her traveling around the world with multiple artists. Developing skills in promotions led to pre-selling 3,000,000 units and earning a triple platinum award for her work on Janet Jackson’s comeback album, 1814 Rhythm Nation. Linda’s success continued with independent promotion for the comeback tour of Barry White, “The Man is Back.”Linda has a keen eye for identifying opportunities and a talent for turning them into profitable ventures, founding multiple 6-figure businesses, including Open Roads, a real estate brokerage, and her signature coaching business, Money Acceleration Plan. Her leadership skills and entrepreneurial spirit have proven to be a force to be reckoned with in the business world. Linda’s ability to find a need and fill it has been the key to her success, and staying relevant. She continues to inspire others with her innovative ideas with unwavering determination. Have fun building your business. Otherwise, why work that hard?Mindset doesn’t just own your business; it also runs your life.Learn More:https://lindak360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-linda-kaye-business-and-wealth-building-strategist

Interview with Linda Kaye Business and Wealth Building Strategist

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.Learn More:https://cooktaxandretirement.com/Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/ron-cook-jr-owner-of-rc-wealth-advisors-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-simple-retirement-strategy

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing Market Loss Protection

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.Learn More:https://cooktaxandretirement.com/Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-guaranteed-income

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing Guaranteed Income

Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies

Interview With Ron Cook Jr, Owner of RC Wealth Advisors Discussing Secure Retirement Strategies

Jamie McKibbin is a System Design Strategist who has been in the consulting industry for over 12 years. Jamie has a BS in Economics from the University of Pittsburgh. He’s co-founded 4 companies utilizing his experience in neural network mapping methodology. Jamie has worked with several Fortune 100 companies and exited his first business at the age of 31. He focuses on living by his core values of truth, honesty, hard work, and integrity to improve people’s lives wherever he goes. He is an avid traveler who enjoys health & fitness and giving back by supporting others to improve themselves in all forms.Learn more about Jamie’s companies and gain access to free resources: https://jamiemckibbin.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jamie-mckibbin-system-design-strategist

Interview with Jamie McKibbin System Design Strategist

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy

Interview With Ron Cook, Jr. Owner of RC Wealth Advisors Discussing a Simple Retirement Strategy

Stuart is a highly accomplished financial success consultant with a strong background in strategic business and a passion for helping families achieve financial independence. With an MBA in Strategic Business from Hofstra University, as well as a computer science degree and behavioral science minor from NYIT, Stuart possesses a unique blend of analytical skills and an understanding of human behavior, enabling him to provide holistic financial guidance to his clients.Having entered the financial field in 1999, Stuart has accumulated extensive experience and expertise in the industry. He has dedicated his career to assisting families in becoming debt-free, protecting their income, and ultimately achieving financial independence. By conducting complimentary, customized, and confidential financial needs analyses, Stuart gains a comprehensive understanding of his client’s financial situations, allowing him to develop tailored strategies and recommendations.Throughout his career, Stuart has consistently delivered exceptional results for his clients. Notably, he has successfully guided individuals toward maximizing their life insurance coverage and cash value, surpassing initial projections by substantial margins. Additionally, Stuart has assisted clients in creating personalized pension plans that ensure a lifelong income stream, safeguarding their financial security during retirement.With his commitment to empowering families and his proven track record of delivering impactful financial solutions, Stuart has earned a reputation as a trusted and respected financial success consultant. He continues to make a positive difference in the lives of his clients, helping them build a strong financial foundation and achieve their long-term goals.Learn how to make more money and get a complimentary, confidential, customized financial needs analysis and go to https://stuberg360.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stuart-berg-financial-success-consultant

Interview with Stuart Berg Financial Success Consultant

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance

Interview With Gary Scofield Founder Of Mansfield Financial Strategies Discussing Long-term Care Insurance

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.Learn More:https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.comFinancial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies

Get Started

Download the App