Bret Elam

Bret Elam Email and Phone Number

I am a President, Educator, and Author helping retirees and pre-retirees pull together the puzzle pieces of income distribution, taxes, and healthcare in retirement. @ Thrive Capital Management, LLC
fort washington, pennsylvania, united states
Bret Elam's Location
Greater Philadelphia, United States
Bret Elam's Contact Details

Bret Elam work email

Bret Elam personal email

n/a
About Bret Elam

Thrive Financial Services is a client first, independent, wealth management firm. People, businesses, and non-profit organizations turn to Thrive to help them get where they need to go financially. Thrive Financial believes you were intended to thrive and succeed. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison, and maximum savings for those we assist.Everything we do is to help you attain the financial success you’ve worked hard to achieve. Unlike the most common, and fundamentally flawed approach to financial planning, our “All Weather” approach provides our clients protection during market declines, without sacrificing growth during market advances. We believe the focus should be keeping the gains you earn and not crossing your fingers hoping some day the market will rebound.Leveraged Planning SpecialistRetirements Plans for Individuals and BusinessesDeferred Wealth PlanningInsurance Lines for Individuals and BusinessesSafe Money StrategiesOutside-the-Box SolutionsNeeds Based Custom Tailored Solutions

Bret Elam's Current Company Details
Thrive Capital Management, LLC

Thrive Capital Management, Llc

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I am a President, Educator, and Author helping retirees and pre-retirees pull together the puzzle pieces of income distribution, taxes, and healthcare in retirement.
fort washington, pennsylvania, united states
Employees:
21
Bret Elam Work Experience Details
  • Thrive Capital Management, Llc
    President
    Thrive Capital Management, Llc Jan 2016 - Present
    Fort Washington, Pennsylvania, United States
  • Thrive Financial Services
    President
    Thrive Financial Services 2011 - Present
    Fort Washington, Pa
    Thrive Financial Services is a client first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially.Thrive Financial believes you were intended to thrive and succeed. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison, and maximum savings for those we… Show more Thrive Financial Services is a client first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially.Thrive Financial believes you were intended to thrive and succeed. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison, and maximum savings for those we assist.Everything we do is to help you attain the financial success you’ve worked hard to achieve. Unlike the most common, and fundamentally flawed approach to financial planning, our “All Weather” approach provides our clients protection during market declines, without sacrificing growth during market advances. We believe the focus should be keeping the gains you earn and not crossing your fingers hoping some day the market will rebound. Show less
  • Vantage Point Bank
    Financial Advisor
    Vantage Point Bank 2008 - 2011
  • Wachovia, A Wells Fargo Company
    Vice President, Senior Financial Specialist
    Wachovia, A Wells Fargo Company 1999 - 2007

Bret Elam Skills

Mortgage Lending Investments Finance Fha Financial Services Disability Insurance Reverse Mortgages Wealth Management Financial Planning Strategic Financial Planning Insurance Health Insurance Management Banking Retirement Retirement Planning Long Term Care Insurance Property And Casualty Insurance Life Insurance Fixed Annuities Small Business Credit Financial Advisory Underwriting Loans Mutual Funds Deferred Wealth Planning Estate Planning Residential Mortgages Leveraged Planning Specialist Series 7 Usda Mortgage Banking 401k Loan Origination Term Life Insurance Long Term Care Life Insurance For Business And Individuals Safe Money Strategies Outside The Box Solutions Repair Retirement Plans Personal Finance Refinance Mortgages

Bret Elam Education Details

Frequently Asked Questions about Bret Elam

What company does Bret Elam work for?

Bret Elam works for Thrive Capital Management, Llc

What is Bret Elam's role at the current company?

Bret Elam's current role is I am a President, Educator, and Author helping retirees and pre-retirees pull together the puzzle pieces of income distribution, taxes, and healthcare in retirement..

What is Bret Elam's email address?

Bret Elam's email address is br****@****ces.com

What schools did Bret Elam attend?

Bret Elam attended Wake Forest University, Wake Forest University, Unionville High School, Naps.

What skills is Bret Elam known for?

Bret Elam has skills like Mortgage Lending, Investments, Finance, Fha, Financial Services, Disability Insurance, Reverse Mortgages, Wealth Management, Financial Planning, Strategic Financial Planning, Insurance, Health Insurance.

Who are Bret Elam's colleagues?

Bret Elam's colleagues are Salvador Alcantar, Iii, William Ervin, Randi Leese, Jordan E. Cohen, Rebecca Munz, Kimberly Thomas, Msm, Andrew Stephens.

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