Douglas Marion Email & Phone Number

Nc

We are here to provide an educational resource in advanced wealth strategies for retirement, family and estate planning for small business owners, physicians, high net worth individuals, as well as helping average families utilize the same strategies to achieve a tax advantaged retirement.Any number of advisors can manage your money. We specialize in teaching you how to protect your assets and put together a strategy to receive income the most tax-efficient ways possible, in some cases tax-free, and how to transfer those assets to your beneficiaries effectively.Important Disclosures:Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level or skill or ability. Insurance products and services are offered through Advanced Wealth Strategies, Inc. by individually licensed and appointed agents in various jurisdictions. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Advanced Wealth Strategies.Any information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Advanced Wealth Strategies, Private Retirement and Estate Planning, Business Efficiency Consulting, Tax Minimization, Insurance Planning, Trust Planning, Pension Maximization, Tax-Deferred Growth and Tax-Free Income without Roth Limitations, Personal Financial Consulting. Clientele include Small Business Owners, Physicians, High Net Worth Individuals, as well as Average Families

Epiphany Financial Group dba Phil Sherrill, ChFC is an independent financial planning firm specializing in Retirement & Estate Planning. I managed the day to day processes of the business. I handled the marketing and advertising efforts, contacting and scheduling for both prospective and current clients, created quarterly and financial reports for both clients and the business, created various spreadsheets, reports and PowerPoint presentations, initiated the sales cycle process from start to finish, maintained and managed all business affiliations, and administrative duties for business processing.

As a District Manager, I helped show families and small businesses the fastest way to debt freedom marketing the Money Merge Account program to those with any type of debt. Average client are qualified to pay off all debts, including their mortgage, in as little as 1/3 to 1/2 the time with little to no change in their current standard of living by using the money management system. Helped a number of clients and trained many regional agents in the sales and training process on the products offered.

Ba, Economics

Education record