Wornel and Kellen serve their clients by Being Brilliant On The Basics: The simplicity of proven financial methods and strategies. “The price one pays for pursuing any profession, or calling, is an intimate knowledge of its ugly side”- James Baldwin Wornel and Kellen explained, “We view permanent life insurance as…
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Kevin McCarthy discusses how his company helps clients secure their financial future. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income/ At McCarthy Financial Group, their mission is to get to know and understand their client’s needs, wants, and long-term goals. They want to help develop, implement, and…
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Judy Carlson discusses why taxes are one of the biggest risks to the safety of money. Questions covered in this interview include: Why are taxes such a big consideration when planning wealth decumulation? Why is it so important to plan ahead when making financial decisions that involve paying taxes on…
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Merrit Strunk discusses Momentum Financial’s Proprietary LifeYield Process to help clients reach their dreams and goals. They have developed and refined a proprietary process primarily for retirement-minded individuals and families to maximize income and minimize taxation. By engaging in their process, they gain a deeper understanding of what they want…
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Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. Listen to the interview on the Business…
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Mortgage Loan Officer, Conor Patterson, has formed The Patterson Group, a mortgage loan origination team in Tucson, Arizona. The Patterson Group is affiliated with CrossCountry Mortgage LLC.
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Beshears discusses: What is “Bank On Yourself,” and how is it different from other retirement strategies? How is this different from what other Financial Advisors/Agents offer? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda/ Several strategies can be used to make retirement funds last longer. One such…
Read MoreA ribbon cutting is planned to celebrate a nationwide program, Homes for Heroes, that’s growing in the Miramar Beach, Florida area.
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Bob Chitrathorn Discusses His Approach to Helping His Clients with Financial and Retirement Literacy. Bob provides personalized wealth planning services tailored to each client, including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis. While other digital investing solutions offer online investment management, most don’t include a…
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Merrit Strunk discusses his book which advises on working towards a retirement that works for you. The largest transition to retirement in U.S. history is happening right now and it’s critical to make decisions that will lead to a retirement that works for you. Listen to the interview on the…
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