Lyle Boss Awarded National Designation
Lyle Boss Awarded National Designation Lyle Boss, Utah Safe Money Radio host, has been awarded the prestigious designation, Certified Financial Fiduciary. Lyle Boss, President of Boss Financial & Insurance Services, LLC, has earned the Certified Financial Fiduciary®(CFF) designation. He joins a growing group of financial professionals who have received the Certified Financial Fiduciary® designation and […]
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 […]
Randy Hux Professional Credentials
Randy Hux Professional Credentials Randy has been helping people secure their retirement and wisely invest their money, as well as providing insurance needs for over ten years. He has attempted just about every type of investment opportunity for his clients. Determined that the best way to keep his clients from losing money in downturns is […]
HLS Retirement Consulting LLC And Aegis Financial Announce Marketing Partnership
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 […]
Ben Kunes Professional Credentials
Ben Kunes Professional Credentials Ben’s expertise lies in assisting his clients, of all walks of life, by securing their financial future as they prepare for and enter retirement. For the past 28 years as a licensed professional, Ben specializes in strategies that assist his clients in achieving safety, security, growth without stock market risk, and […]
Roy Snarr Professional Credentials
Roy Snarr Professional Credentials Throughout my career, I have helped hundreds of families and business owners create strategic plans that identify personal and business goals. I make it my priority to deliver beyond my client’s expectations by helping them strategize the best solutions based on their needs. Please click on these links to learn more […]
Steve Kerby Professional Credentials
Steve Kerby Professional Credentials Steve began his career 51 years ago by joining Northwestern Mutual Life (NML) during his senior year in college in 1970. Steve quickly learned that he had made the right decision because he genuinely cared about people. He liked helping people plan and solve problems, making a difference in peoples’ lives, […]
