Providing Personalized Professional Planning for individuals, families and businesses.Individuals may want Retirement Planning, Protection Planning or Maintaining a Lifestyle.Families want to maintain their family structure and lifestyle while accumulating for retirement, and through retirement.Businesses want to retain their business and employees either through protection or offering benefits.

In the retirement planning space, we put process over products and people over profits. We take a holistic, team-based approach to planning for retirement that leverages core competencies for maximum efficiency. Our strategic partnerships allow for legal (estate) and tax planning to be incorporated into a total retirement plan.Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and ADVISOR FIRM NAME are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Jonathan Jung is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Assistant for a Vice President, of a Brokerage firm. Job entails assisting with maintaining financial advisement on book of business, that includes more than 150 clients and over $40 million.Highlights:— Typical tasks include client/prospect mailings, scheduling up appointments and phoning/meeting with clients.— Set up a shared Client Database between the two computers on SageACT!, and used for making notes on the clients, for legal documentation purposes.— Manage multiple priorities in a timely and accurate manner by staying well organized.— On occasion deliver paperwork to client's residence/business.

Handled incoming calls from project consultants to get the customers’ information for ability to finance. The tasks included but not limited to (e.g., data entry, pulling credit, customer service and Analyzing). Quickly became a trusted associate known for “can-do” attitude, flexibility and high-quality of work. Highlights:—-Communicated efficiently and accurately while under a time evaluated process. Established strong relationships to gain support and effectiveness, to achieve quicker results, with the field associates and the third party lenders (if customer qualified). —-Helped with evaluating, training and assisting new associates within the first 3 months.—-Entrusted to create excel spreadsheets of weekly stats for a team of 8 for the Team Lead. —-Provided timely, courteous and knowledgeable response to information requests and transferred calls.—-Worked with Assistant Manager in extra tasks that were assigned as I asked for them. Earned excellent marks on performance reviews, with citations for excellence in areas including work volume, accuracy and quality; ability to learn and master new concepts; positive work ethic; and commitment to providing unsurpassed service.-Supported hundreds project consultants from a credit customer service standpoint.

Worked while in school, handled cash, credit cards and check transactions, in an efficient manner. Maintained shelf inventory and submitting orders to managers as needed, along with special orders from customers. Highlights:—-Practiced up selling of premium products and add-ons to increase store profits. —-Utilized product knowledge to assist customers in making purchase decisions.

Spent two summers at the youth camp, first year as a group leader and the second as an Archery Instructor. I took a 25 hour course to become an archery instructor, which now allows me to be a hunter safety volunteer. I taught kids how to enjoy themselves while being safe at the same time. Highlights:—-Completed a 25 hour, State of Florida Certified Archery training course.—-Ensured safety of campers by maintaining an orderly environment on range.—-Created a variety of targets for the youth participants to shoot at. —-Developed awards program (i.e. best camper).

Maintained a controlled chaos with properly ordered seating, and customer service. Highlights:—-Managed dining room rotations to ensure orderly table seating.—-Set customer expectations with respect to anticipated wait time.—-Enhanced guest experience by providing a warm welcome and orientation to the restaurant.—-Received, verified, entered and expedited takeout orders from customers.