Donna McElroy Honored With Esteemed Invitation
Donna McElroy Honored With Esteemed Invitation Donna McElroy has accepted an invitation to become an “Invited Author” on the financial website, https://annuity.com. Donna 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. Donna flourishes […]
Roy Snarr Achieves NSSA® Advisor Certificate
Roy Snarr Achieves NSSA® Advisor Certificate. Roy Snarr, Snarr Finacial & Insurance Services, Inc., of Austin, Texas, has achieved a National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. As an NSSA advisor, Roy Snarr is Qualified to Help Retirees Select the Best Time to Access Social Security Benefits. The […]
Donna McElroy Professional Credentials
Donna McElroy Professional Credentials Donna proudly began her own firm and is currently the President of Financial Investment Services. She thrives on making a difference for clients, securing their financial needs. Not just focused on Annuities and Life Insurance but with all retirement and financial needs as well. Ensuring a safe retirement for her clients gives […]
Roy Snarr Testimonials
I am committed to complete “Transparency” Below are unsolicited testimonials about me and my business: Jeanne H. Roy was great in helping me secure all my insurance needs. He was patient, knew all the products, and was able to explain them to me, adding in a great sense of humor to relax the conversation. I […]
Tim Davis, RICP, CLU, CEBS, Professional Credentials
Tim Davis, RICP, CLU, CEBS, Professional Credentials Tim has been advising clients about insurance for over three decades, provide a stress-free retirement using an approach based on guarantees. Integrity is a guiding principle for Tim, both personally and in his business. Tim is a graduate of the University of Texas at Austin with a BBA […]
Stephen Dybwad Professional Credentials
Stephen Dybwad Professional Credentials 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 40 years. He […]
National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs
National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs Heather Schreiber RICP® said during an interview with USA TODAY that the congressionally approved annual Cost of Living Adjustment (COLA) to Social Security may cause beneficiaries to spend more cautiously. Schreiber went on the say that some of the COLA will be used […]
Al Martinez Professional Credentials
Al Martinez Professional Credentials For more than two decades, Al Martinez has been an advisor and general agent in the financial services industry, helping clients to make sound financial decisions in the areas of insurance and retirement planning. Circumstances, taxes, or other uncertainties of life. Please click on these links to learn more about me […]
Al Martinez Receives IRA Expert Designation From Ed Slott
Al Martinez Receives IRA “Expert Designation” From Ed Slott FOR IMMEDIATE RELEASE Al Martinez Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Loveland, CO 10/07/2019– Al Martinez, […]
Annuity.com Endorses Dr. Wade D Pfau’s New Book Safety First Retirement Planning
Annuity.com Endorses Dr. Wade D Pfau’s New Book Safety-First Retirement Planning Wade D. Pfau, Ph.D., CFA, RICP new book is hitting the target for those concerned with the unknown future of Retirement Planning. Dr. Pfau stated, “two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue […]
