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Stephen is an independent financial advisor who believes the true art of financial guidance is not so much in the accumulation of assets but is in the preservation and distribution of those assets. Steve has been providing highly individualized financial guidance to clients across the nation for over 30 years. He is a popular speaker and lecturer and has formed several strategic alliances with accountants, attorneys, and other professionals to bring a multi-disciplined approach to the planning process.
“I am well into my 4th decade of helping individuals from all walks of life prepare for and travel through this thing we call retirement. During that time, the strategies, assumptions, products, technologies, and tools of my trade have changed dramatically. The ideas my clients have regarding retirement have changed dramatically as well. The only thing that has not changed in the last 35+ years is that almost everything continues to change.
Kevin Mahaffey, President of Mahaffey Financial LLC, has over 20 years of experience in the financial services industry. A proponent of safety and guarantees as part of a comprehensive retirement plan, he works with clients who are either approaching or in retirement, protecting and growing retirement funds and generating funds that will last their entire lifetime. The cornerstones of his approach are education, offering options, and client choice.
Kevin graduated with a BA in Business from Baldwin Wallace University in 1992, and holds his Life and Health licenses in Ohio and Pennsylvania. He lives in the Cleveland, Ohio area with his wife and two sons, and enjoys traveling, golf and fishing. He is active in the community as a youth sports coach, and has also assisted senior citizens as a trained/certified volunteer providing free tax preparation through the AARP Tax-Aide program.
Robert (Bob) Layman III of Legacy Today Consulting, Inc. has helped more than 245 clients grow their wealth without the risk or volatility of stocks, mutual funds, and other traditional volatile investments.
Bob helps his clients take control of their finances with safety and liquidity to live without stress and anxiety and reach their goals and dreams. That is why his clients think of him as their “secret weapon,” helping them build and safeguard their wealth.
In the first 20 years and two security licenses, Bob did experience the stress of helping families with investment and 401 k’s. Seeing that timely goals were often derailed with unexpected market corrections, Bob discontinued his Series 6 and 63 business into a “Safe Planning Only” business. He sponsored “Estate Planning Trust Seminars” and “focused on products” that delivered predictable results specifically for today’s need for “Safe Planning,” you can depend on when you need it.
Joe Runza is a licensed financial professional and federal employee benefits consultant specializing in helping clients prepare for retirement. Based out of Cleveland, Ohio, he has been a trusted expert in the financial field since 2013.
Joe and his team use an educational & fun approach to working with their clients. It is important to Joe’s team that they can have fun with like-minded individuals during the process of educating them on what their best options are for accomplishing their future goals.
Mark Wagner loves country living and has been helping people with their financial planning for more than 20 years. He understands the average person is looking for simple, common sense ways to prepare for retirement and take care of their valued possessions. That is why he wrote Building Financial Fences. Talking with Mark will help you gain the insight you need to make wise financial decisions, set up financial fences that make sense for your situation, and give you peace of mind that your loved ones will be financially secure.
Mark has a unique ability to communicate intricate financial concepts in everyday language. He is an independent insurance agent licensed in several states (including Ohio, Pennsylvania, North Carolina, Hawaii, and Florida). In addition, he is a Certified Public Adjustor with certifications from FEMA and IICRC and a certified CPR and First Aid instructor with ASHI and the Red Cross. These qualifications have not caused Mark to lose touch with the average person’s experience. He still loves gardening, canning with his mom, driving in the country, and meeting people at the county fair.
Jack Whittaker has been providing financial services since 1986. He worked for a Fortune 500 company for 21 years before founding Carolina Benefits Group, where he specializes in helping clients pursue financial independence. Jack’s tenure was marked by an impressive 16-year consecutive appointment to the Chairman’s advisory board and 12 consecutive years as the number-one in sales.
At Carolina Benefits Group, Jack and his team provide retirement strategies, income planning, legacy and life insurance planning, Medicare supplement insurance, long-term care, and Estate Planning. With 44 years of marriage and two adult children, and four grandchildren, Jack is committed to helping others achieve financial independence and has built a successful agency.