Leslie Davis Professional Credentials
Leslie Davis Professional Credentials Leslie is passionate about putting her client’s needs first and keeps business ethics at the heart of her decision-making. Her approach has made it possible to grow the firm strictly on referrals, the ultimate compliment from clients. Outside of the office, Leslie enjoys spending time with her husband, Chris, and their […]
Doug Voss Professional Credentials
Doug Voss Professional Credentials Doug established his company on the belief that independence, integrity, and family should be the foundation of everything. Doug is an expert at Principal Protected Retirement Income (PPRI) planning, and he looks forward to the opportunity to educate clients in finding the peace of mind and security his current clients enjoy. Please […]
Casey Marx Professional Credentials
Casey Marx Professional Credentials A trailblazer, Casey has been acknowledged by Forbes Magazine as one of America’s Financial Leaders, a recognized member of the National Ethics Association, and is a sought-after speaker in the retirement income planning field for his unique perspective on retirement income planning solutions for baby boomers and those approaching or in […]
Brad and Hunter Pistole Featured as Guest IRA Experts with Ed Slott
Brad and Hunter Pistole Featured as Guest IRA Experts with Ed Slott Ed Slott, long considered America’s IRA Expert, just announced the selection of Brad Pistole CFF®, CAS®; and Hunter Pistole as Guest IRA Experts in his long-standing monthly publication. This is Brad’s fourth selection in the past five years. Both are featured in Ed […]
Marty Becker Named Contributing Author for ThinkAdvisor
Marty Becker Named Contributing Author for ThinkAdvisor Marty Becker has been named a contributing author for the admired industry publication, ThinkAdvisor. In addition to his expanding authorship, Marty is a well-known asset protection educator. He has guided thousands of seniors as they navigate their financial retirement options. ThinkAdvisor provides registered investment advisors and financial advisors […]
Brad Rhodes Newsletter
Brad Rhodes Perspectives Thank you for requesting my FREE newsletter, “Brad Rhodes Perspectives.” I’ll send you valuable information you can use twice a month. Simply fill out the short form on the link below, and I will add you to my list. I NEVER sell your information to anyone. If, at any time, you wish to stop receiving […]
Ben Kunes Achieves CFF® Advisor Certificate
Ben Kunes Achieves CFF® Advisor Certificate Ben Kunes, President and Founder of Safe Money Retirement Group LLC, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always […]
Grant Sawyer Professional Credentials
Grant Sawyer Professional Credentials With over ten years as a Financial and Insurance Professional, Grant is a trusted Retirement and Business Specialist. Grant’s intuitive abilities and insightfulness allow him to understand client needs. Building confidence and forming relationships over a lifetime is part of his core strength. Grant’s clients are from all walks of life, […]
James Grazioli Honored With Distinguished Invitation
James Grazioli Honored With Distinguished Invitation James Grazioli, Florida, has accepted an invitation to become an “Invited Author” on the financial website, https://annuity.com. He now joins an elite group of financial experts who share information about approaching retirement without market risk by authoring meaningful and useful articles focused on those retired or about to retire. […]
Frank J. Gorshin, CLU, Honored With Reputable Invitation
Frank J. Gorshin, CLU, Honored With Reputable Invitation Frank J. Gorshin, CLU, Myrtle Beach, South Carolina, has accepted an invitation to become an “Invited Author” on the financial website, https://annuity.com. He now joins an elite group of financial experts who share information about approaching retirement without market risk by authoring meaningful and useful articles focused […]
