Thank you for sharing your professional profile and personal interests. My overall mission is to provide a unique personalized lifetime planning process with affluent professionals, retirees, and entrepreneurs. As a frequent industry speaker and occasional guest speaker on the Wealth Channel - I've enjoyed covering such in-depth topics as IRA/401k strategies, behavioral investing, lifetime income planning, major retirement risks, and designing life insurance as an optimal asset class... Furthermore, as an active member of AALU (Association for Advanced Life Underwriting), we've personally met with our senators and congressional leaders over recent year on Capitol Hill to present your most important financial concerns - and why our political leaders may need to avoid further taxing your retirement savings benefits, life insurance, and other wealth transfers vehicles.With over 20 years of extensive experience, I still believe helping friends and clients gain greater clarity, confidence, and freedom in their personal and financial lives to be one of my most gratifiying experiences both personally and professionally.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Madison & Main Advisors, LLC is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Specialties: My unique specialty is helping goal-minded individuals protect, preserve, and grow a lifetime income stream which can help overcome rising taxes, increased living costs, health care costs, and continued market volatility - while safely transferring their wealth within the family or business.