As a Retirement Income Specialist and Tax Strategy Expert I focus on thinking outside the box for clients, pursuing options that make the most sense for the client with their best interests in mind. I take my fiduciary responsibility seriously and I educate my clients to make intelligent decisions based on their goals. Specialties: Tax Advanataged Retirement, Safe Money Strategies, Increased Retirement Income, Fact Finding processes and aggressive behind the scenes work to find the exact combination of solutions for the client in front of me. Exclusive software that allows me to see exactly what strategies work, down to the penny, for each family or person to ensure they never run out of money in retirement. My software allows me to see currently when someone's money will run out and what we can do to get them an additional 10-15 years of retirement income (usually a couple million dollars) without them having to save more than they did before we met. I work closely with my clients to ensure they are getting the very best tools and resources for their needs and are getting the safety and income they need in retirement.When I was the CMO at First Senior Financial Group (Crash Proof Retirement) I used Radio, TV and digital marketing to bring in retiree and pre-retiree clients to educational events or first time appointments. I specialized in marketing the concept of Crash Proofing retirement for retirees & pre-retirees using Crash Proof Investment Vehicles, retirement strategies, asset laddering and educational marketing approaches; as opposed to sales approaches.My prior experience lies in working closely with large Insurance Carriers, National & Regional Marketing Organizations (my clients) and prior to that 14 years in the non-profit sector; opening 100s of educational and community outreach programs across the US.
Listed skills include Email Marketing, Marketing, Strategy, Advertising, and 43 others.
