Bio: I'm COO for RTS specializing in financial planning through the tax lens. I'm passionate about family and preservation of generational wealth & legacy.

Bio: Clu,Chfc, Chfebc, LTCP, masters from Purdue in Charitable planning

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Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.

Bio: Retired USAF Pilot who likes helping people with their finances. Flying, reading, and keeping up with 6 Grandchildren is almost a full-time job!

Bio: For 45 years I have been committed to educating clients so they will have the information needed to make intelligent financial decisions. f

Bio: Accountant and Financial Advisor.

Bio: As the Managing Director of Redwood Tax, I oversee a team of highly qualified and experienced tax professionals dedicated to reducing your taxes.

Bio: Retirement, Estate, and Wealth Planning........Sales and Coaching

Bio: MD from New York, currently adding more states to work in. Wishing everyone the best.

Bio: I have worked in the financial services field for over 30 years, with wealth preservation the focus.

Bio: Art uses his outside the box thinking to help his clients self-discover what matters most, and then, assists them in making that their reality.

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Bio: I make a powerful impact in the lives of Accountants, Fncl Professionals & Others by introducing them to THE BEST Tax Reduction Team in the country.

Bio: I have helped my clients significantly reduce the eroding effect of taxes on their ability to create the wealth they need to reach their life goals.

Bio: insurance since 1979, RIA since 2009, Love Lake time with family & friends, focused on HNW business owners ,utilizing all aspects premium financing

Bio: Coach - First Tee of Delaware

Bio: I am a financial advisor in Minnesota who also wholesales the Beneficiary Liquidity Plan (BLP).

Bio: Financial consultant in Nashville, TN

Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.