Virginia

Meet Jeff Dietz in Richmond, VA

Jeff’s primary focus is in creating a secure, stress-free, and tax-free retirement for his clients.He’s on a professional mission to help as many individuals as possible remove the needless risks of the stock market we have all been told that we must endure to have a successful retirement and to keep the sticky and greedy fingers of taxes off of his clients’ hard-earned money, both while they’re working and – even more importantly – during their retirement years.

As a Retirement Income Certified Professional, Jeff works with his clients to not only build their retirement nest egg, but to also create an optimal strategy to manage the often-mismanaged distribution phase. Conventional financial advice is geared almost exclusively towards the accumulation of assets, which is of course very important, but there’s very little emphasis on how to manage those resources in retirement such that taxes are minimized and people can sleep well at night without worrying about each and every stock market gyration so they can live a fulfilling retirement without running out of money before they run out of life.

Meet Gary Stewart in Glen Allen, VA

Gary Stewart is a highly accomplished Financial Consultant and host of the weekly financial radio show, Safe Money and Income Radio Show, a program dedicated to addressing the needs of retirees to plan and protect their retirement.

As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on Social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.

Meet Tim Ferguson statewide in Virginia

Over the last 16 years, Tim has had the pleasure of working with thousands of clients. They all speak highly of his integrity, humility, professional knowledge, and laid-back demeanor, which resonated with them upon meeting with him and throughout the transaction process. His tremendous love and passion are very apparent as he helps to provide all his clients with the necessary financial and insurance planning tools to ensure against any unexpected future life event. This proactive approach makes sure that existing and future generations will inherit a sense of financial stability.

He and his team of experts welcome the opportunity to earn the trust of anyone looking for assistance with qualified plan rollovers (IRA,401K,403b, and TSP), long term care protection/planning, asset protection with no market risks, retirement income planning, life insurance/family legacy planning, tax-free income strategies, Medicare supplemental insurance, social security maximization, etc. Once you schedule a meeting with Tim, you too will have a much better idea of how he can help you address any of the issues you have concerns about and the best solutions to give you the peace of mind you innately deserve.