A Joyful Approach to Caregiving
When Becci Bookner sought professional assistance to help care for her two aging aunts in 1993, she quickly discovered there was nowhere to turn for help.
“They needed help with their day-to-day needs, and there was no company to call,” the former kindergarten teacher explains.
When she realized she was not alone in her search, Bookner saw an opportunity to not just improve the lives of “growing older” Americans and their families, but also to create a thriving business …Read More
Business Litigators Par Excellence
More than six years have passed since the brief merger between The Finish Line and Genesco came to its contentious end. But there are still lessons to be learned from the legal battle between the two footwear retailers.
In fact, the lawsuit and subsequent settlement were the focus of a seminar conducted by the trial judge and attorneys involved in the case, says attorney Bob Walker, whose firm, Walker, Tipps & Malone PLC, represented The Finish Line in the …Read More
Education-Focused Approach Builds Trust, Yields Smart Retirement Planning Decisions
Elizabeth Cornell and Nicholas Lizzio are on a mission to educate Central Floridians about retirement planning strategies related to annuities and life insurance. The co-founders of TB Financial Group believe that once people become knowledgeable about these retirement income instruments, many of them will naturally come to realize they are their best option to preserve principal and provide income for the rest of their lives.
“Annuities offer some of the strongest income benefits available and for a retiree or someone planning for retirement, they just make sense,” says Cornell, CEO of TB Financial, which deals strictly in fixed annuities, index annuities and life insurance. “However, given the varied benefits, restrictions and tax implications these products and carriers have, it’s extremely important to work with someone who specializes in these products and truly knows how to plan with them. There are advisors and agents who sell good products in the wrong situation which ultimately makes them bad products.” …Read More
Navigating to and Through a Successful Retirement With Endowment-Style Financial Planning
When the dust settled from the financial downturn in mid-2009, David Carter, CPA/PFS, CFP® enjoyed meeting with his clients to share the good news that they were just fine. Carter’s lifelong investment philosophy had paid off.
“I told my clients, ‘Look what good shape you are in because we did not try to time the market or run away from it at the first sign of a bad cycle.’ ”
Carter’s impressive resume as a Naval officer, university professor, Certified Public Accountant, …Read More
Protecting Clients in the Financial Storm
Curtis D. Blair, CEO
If you like uncertainty
stomach-churning) surprises, you probably like today’s stock market.
However, if you prefer stability and reliability and want to preserve the money you are using or will use for retirement, you’ll probably love The Blair Group. “Our firm assists clients in planning for their financial futures, with an emphasis on protecting their assets and guaranteeing a retirement income stream,” says its CEO, Curtis D. Blair. …Read More
Financial Planning for Your Life and Your Lifestyle SM
It’s easy to find a financial advisor. After all, there are more than 11,000 in Florida, according to the Bureau of Labor Statistics. But finding one who is qualified and certified to meet your unique needs can be challenging.
“Anybody can be an investment advisor. It’s the financial planning and the credentials that separate us from others,” says Ray Ferrara, CFP®, president and CEO of Clearwater-based ProVise Management Group, LLC. …Read More
Wally Mackey’s Success Story
President, Sycamore Group Inc.
When Wally Mackey became a financial planner, he immediately discovered a problem. He had been trained to sell products he wouldn’t buy himself: mutual funds and variable annuities.
Realizing that clients often rode an investment gains-and-losses roller-coaster – and driven by the need to put his own financial house in order – Mackey created a way to climb out of debt, avoid fees, protect against losing money and amass millions for retirement. That’s what he and his wife did. …Read More
Protecting Retirees’ Lifestyles From the Unexpected
Brooklynn Chandler Willy was trying to inject a little levity into a serious discussion. “The last time I checked, the mortality rate was hovering around 100 percent,” she joked. “Still, I plan for my clients’ retirement like they are going to live forever.”
Despite her playful sense of humor, Willy couldn’t be more serious when it comes to her clients’ financial futures. As president of Texas Financial Advisory, an independent financial advisory firm specializing in the needs of pre-retirees and retirees, Willy works with clients to create a sustainable retirement income plan that seeks to protect their lifestyle from the unexpected. “We lay out a cash-flow plan so our clients will know where their money is going to come from for the rest of their lives,” she says. “Our ultimate goal is to mitigate risk for our clients.” …Read More
‘The Outcome Should Be Income’
Lance A. Browning, RICP® had had it with Wall Street’s “bailout/buyout mentality.”
And, after nearly two decades in the financial services industry, he wanted to be free to choose the investment options he felt were in his clients’ best interest. In August 2012, he and others in his office left the wire house where they had worked for years to start their own firm.
The idea behind Income Solutions Wealth Management was simple, he says: to create a company offering access to objective, conflict-free financial advice to retirees and pre-retirees. …Read More
Educating, Empowering and Freeing Today’s Retirees
When Greg Parady tells his clients, “This isn’t your parents’ retirement” and “Our goal is to create a plan about you—your life, your way,” he’s offering more than just clever branding phrases. He is sharing his passion and the essence of his mission with today’s retirees.
Since launching Parady Financial Group, Inc. in 2001 in the heart of The Villages—Florida’s largest retirement community and the nation’s “fastest-growing metro area” in 2014, according to the Orlando Sentinel—Parady and his team of professionals have educated and counseled more than 1,600 retirees, addressing their concerns about asset protection and lifelong income. The firm’s goal: helping clients achieve peace of mind. …Read More