Steve Charlton Email and Phone Number
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☞ As an American taxpayer, do you feel inundated with taxes? Or overwhelmed with debt?☞ Do you prefer to pay income taxes ONE time (not 2, 3 or 4 times on the SAME money)?☞ Are you frustrated with the mixed advice coming from financial institutions, Wall St. advisors, and those who supposedly have your best interest in mind?If you nodded “yes” to ANY of the above, I can help.One of my favorite quotes is as follows: “In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned HandAnd this is something that I believe in 100%I help business owners, professionals (both W-2 and 1099) and working families learn how they can legally recover 10's of 1000's of dollars every year that they typically have no idea they are losing – slipping right into the hands of the Federal Government, Wall St., and financial institutions.Bottom line, I have made it my passion to worry about your finances, so you don’t have to!Over the course of helping numerous clients with their financial needs over the course of my career, I have built a unique expertise surrounding tax-advantaged strategies so you can:**Grow your wealth for the future**Access it today as needed**And protect it from the various risks and threats that can derail your hard-earned wealth if you’re not careful.When you’re ready to learn more about how I can help you with your business, retirement, legacy planning, tax reduction, and asset protection needs, feel free to send me a direct message here on LinkedIn!I look forward to hearing from you.
Wisdom Financial
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PresidentWisdom Financial Jan 2005 - Present -
Chief Executive OfficerNewlife Insurance Advisors Jan 2005 - PresentNewLife Insurance Advisors, Inc. is a 100% independent insurance agency with a soul purpose of serving the American marketplace with only the best opportunities to protect what is loved, needed and required. We work for our clients and treat them as family, we never work for any insurance company. That is how we can guarantee the best solutions with the best carriers at the best rates for what is wanted, needed or can be qualified for. We very simply treat each of our clients like they are ourselves, and only offering the absolute best solutions for each unique problem or need. In this fashion, we are never salespersons, we are advisors, what carrier and product our clients want is what they get, with the best available information in the industry. We provide full service options across health, Medicare, life, disability, Long Term Care, annuity, debt elimination and tax aware consulting. Given we are carrier neutral, we still always recommend and provide access to all of the highest rated carriers for each specific solution. NewLife Insurance Advisors, with us, you're family! -
National Sales Director & Success CoachAgency Impulse Mar 2020 - Mar 2021Agency IMpulse is a solution based company that was founded by agents, for agents. Our mission is to help agents throughout the country to reach their personal and career goals by showing them ways to work smart(er), not hard(er). From exclusive leads to, automated follow-ups, to capturing referrals, recruiting and growth strategies, coaching and mentoring and (so much) more... WE'VE GOT YOU COVERED!! Discover a NEW and innovative way to work the insurance business!!
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Chief Marketing OfficerToday'S Advisors Sep 2017 - Feb 2020Independent Insurance broker and agency owner, specializing in health, life, property, casualty and Medicare insurance benefits as well as complete financial services for large business, small business owners, individuals and families. Our philosophy is that the customer must always come first. By offering every insurance carrier in the market on a national platform, we specialize in the unique ability to offer and provide the absolute best quality insurance coverage for our clients without the need to sell them something. This guarantees the end client access to the best carriers, products and rates available based off of their qualifications. Beyond that, our top notch customer service is what keeps and maintains a long term relationship that has allowed us the honor and privilege to have more than 75% of our new business come from our existing client base.
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Sales LeaderAllegiant Group Jul 2013 - Feb 2015Certified insurance advisor specializing in group and individual health/life/P&C/investment insurance benefits. Our agency has been navigating the Romney Care space in Massachusetts and operating the reform environment for our clients.There is not an agency with more knowledge of options and awareness in the market. Allow me to assist you with all of your insurance needs, and since I do not work for an insurance company, my prime directive is to help you get the best coverage at the best rate. -
Account ExecutiveMulti-Bank Securities, Inc. Feb 2013 - Oct 2013Providing broad coverage to fixed income for the institutional marketplace. Our clients include portfolio managers, R.I.A.'s, banks, credit unions, insurance companies, and municipalities. Leveraging cutting edge technology to provide each client broad access to the F/I market and execute trades with extreme efficiency is our trademark.
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Regional Sales DirectorAllegiant Group Jan 2011 - Dec 2012Allegiant Group Inc. has strategically aligned itself with only the best providers in our industry to ensure the best service and experience for our clients. This makes a sales agent's job that much easier. At Allegiant Group, the sales process is streamlined and simplified. We give our agents the most significant formula for success in the industry. Our custom engineered CRM software will give each agent the ability to manage and contact the unlimited hot leads they will receive daily. This combination of technology and leads guarantees success for a motivated and hard working individual.Our Audience, we have several target markets that we cater to; including seniors, self employed individuals and families. Our main focus, however, lies with the senior citizens of this great country. The 65 plus market is the fastest growing and most under served market in the US today. We feel that this market deserves to have a dedicated team of advisors to help them navigate their important insurance decisions. -
MemberSterling Heights Chamber Of Commerce Brag Member Nov 2009 - Aug 2010Master Networker
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District LeaderInsphere Insurance Solutions Jan 2005 - Feb 2010North Richland Hills, UsDistrict Leader managing large, #1 regional sales team and personal sales agent. -
Visitors Day HostBni 2006 - 2010
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Senior Account ExecutioveTechnology Services Corporation Jul 2003 - Jan 2005At TSC, we were your one-stop-shop for all of your IT needs. We specialized in network hardware/maintenance, IP surveillance, VOIP, video conferencing and website development and hosting. Our strategic partnerships allowed us to offer superior products at below market value prices.
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Assistant Store ManagerAt&T Wireless Apr 2001 - Jul 2003Dallas, Tx, UsAccount representative and retail location assistant manager. We specialized in upgrading and adding new clients to the AT&T network.
Steve Charlton Education Details
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Oakland UniversityPsychology/Biology Double Major -
Utica High School -
Debt Free For Life -
Debt Free For Life -
Debt Free For Life
Frequently Asked Questions about Steve Charlton
What company does Steve Charlton work for?
Steve Charlton works for Wisdom Financial
What is Steve Charlton's role at the current company?
Steve Charlton's current role is Dedicated to Helping Both Business Owners & Professionals Reduce Taxes, Eliminate Debt, and Increase Spendable Income for Life.
What is Steve Charlton's email address?
Steve Charlton's email address is ca****@****ail.com
What is Steve Charlton's direct phone number?
Steve Charlton's direct phone number is +124883*****
What schools did Steve Charlton attend?
Steve Charlton attended Oakland University, Utica High School, Debt Free For Life, Debt Free For Life, Debt Free For Life.
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