HLS Retirement Consulting LLC And Aegis Financial Announce Marketing Partnership2020-04-14T00:05:07+00:00

HLS Retirement Consulting LLC and Aegis Financial Announce Marketing Partnership

Carl Muehlemeyer COO, of Aegis Financial, and Heather Schreiber RICP®, CEO of HLS Consulting LLC, announce a joint marketing partnership.  Aegis Financial, one of the most admired insurance marketing firms in America. Highly respected HLS Consulting will work jointly to provide agents with up to date information about Individual Retirement Plans (IRA) and other Qualified Plans. Ensuring that those who partner with Aegis receive the most timely and accurate information to serve their clients and prospects better.

 

 

 

 

 

Heather Schreiber RICP®

Also, with a specific focus on maximizing Social Security benefits as part of the overall retirement income strategy, HLS Retirement Consulting and Aegis Financial are excited to offer this type of fully bundled approach to the financial professionals who work with Aegis Financial.

Heather Schreiber RICP® focuses on a holistic approach to retirement income planning, carefully considering every option available for her clients and advisors. In the financial services industry for 25 years, she has always based her recommendations upon three core principles: integrity, compassion, and commitment for both the financial professionals she helps and the clients they serve.

Heather’s breadth of knowledge extends beyond IRA and Social Security planning, her expertise includes retirement income distribution strategies, charitable giving, non-qualified annuities, multi-generational planning, tax mitigation techniques, and IRS reporting issues. Heather is regarded as an expert in her industry. Nationally renowned IRA Expert, Ed Slott, invited her to speak about Social Security at his “Ed Slott’s Elite IRA Advisor Group.” She has frequently contributed to his IRA Advisor Newsletter. Heather has been quoted in several financial publications and USA Today and is recognized as an industry thought leader.

After announcing the new marketing partnership, Heather commented. “My role is to be the person behind the curtain for Aegis Financial in terms of keeping their advisors abreast of tax law changes, rules, and regulations and helping them bring exceptional value to their clients. I love Aegis Financial, its people, and their terrific organization.”

Aegis Financial, based in the Denver area, is considered an exceptional boutique insurance marketing firm in America. Mr. Muehlemeyer said, “the marketing relationship with Heather (HLS Retirement Consulting) allows us to offer agents direct and immediate access to complicated tax and retirement information. We are thrilled to be associated with HLS.”

 

 

 

 

 

 

 Carl Muehlemeyer, COO, Aegis Financial

Address: 7105 W 44th Ave, Denver, CO 80033

https://www.aegisfinancial.com/

 

 

 

 

 

 

phone (678) 888-5110

2210 Holly Springs Parkway #765
Holly Springs, GA 30142

https://www.hlsretirementconsulting.com/