Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Steve is the owner and founder of Forward Financial, LLC, which specializes in insurance, financial planning and retirement income solutions for families and individuals at any stage of life. Steve is a graduate of the Middle Tennessee State University school of business and entered the financial services industry in 2012 after working in the recording industry for many years prior.
Steve works collaboratively with accountants, attorneys and estate planners to provide the best possible advice and service to his clients. He has a comprehensive, 21-step approach to advising clients on the many aspects of financial planning and insurance solutions. He is a Certified Financial Fiduciary and holds Life, Health, Property, Casualty and Legal Insurance licenses in 35 states from coast to coast.
Steve has offices in Chattanooga, TN. where he resides with his wife Jenny and their two daughters.
My name is Kirk G. Meyer acting as a Registered Financial Consultant (RFC) and a Certified Financial Fiduciary (CFF). I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Master’s in Business Administration with an emphasis in Management and a Master of Science in Accounting both from Strayer University, and a Bachelor of Science in Business Administration with an emphasis in Management from Haskell Indian Nations University. I am also a Registered Social Security Analyst (RSSA) which enables me to evaluate anyone’s available options to maximize their Social Security benefits.
While working on my degrees I have read countless books on finance, debt reduction, investing and personal financial planning both for my formal education and for my own personal growth. I have looked at several different approaches to personal finance and how to successfully manage all personal finance issues enabling me to offer high-quality services to all my clients. I have looked at several different approaches to debt and how to successfully reduce one’s debts and have a unique approach personal finance issues.
Laura K. Schilling, J.D., CPA, CFP™, Certified Senior Advisor (CSA®), Certified Financial Fiduciary (CFF®), is principal and founder of Financial Innovations, LLC. She is licensed to practice law in Georgia and Florida. Laura was named by Georgia Trend Magazine as part of its Legal Elite for 2009 for her legal work in taxes, estates, and trusts. She has been named as a five-time “Five Star Wealth Manager Award” winner from Atlanta Magazine. Laura has been published in several magazines, including Forbes Magazine and Best Self Magazine. She also has taught a class for Bisk Education for CPAs.
Clients benefit from Laura’s legal, accounting, and financial planning expertise. Her diverse background enables her to review a client’s financial situation from many different perspectives. She can review and draft legal documents and tax returns. She enjoys being able to work with clients to create financial plans for them and their family, and she has a deep-rooted passion for helping others. She has adopted two children and is dedicated to serving others in multiple capacities.
Laura began her professional career as a Certified Public Accountant at Habif, Arogeti, & Wynne, an Atlanta based accounting and financial services firm. She later earned a law degree and established a legal practice specializing in estates, wills, and trusts. Prior to founding Financial Innovations, LLC, in 2003, Laura worked for another large Atlanta based financial planning firm. Laura holds a BBA degree in accounting from Emory University, and a J.D. from the Georgia State University College of Law, where she graduated cum laude.
Laura is currently acting as Treasurer on the Board of Directors for a charity, The Packaged Good.The primary focus of this charity is to involve families with children of all ages to starting learning to give (www.thepackagedgood.org).Laura has served on the board of directors of the Boys and Girls Clubs of Brookhaven and is active in numerous civic and community organizations. She is a member of the Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and the Georgia and Florida Bar Associations.
Laura is well known for her active referral network of business professionals, enabling her to link clients, friends, and colleagues to valuable resources and services they need.
A native of Long Island, NY, Laura has lived in Atlanta for over 25 years. She is active in both her children’s lives, and enjoys museums, travel, and cultural events.
Mr. King has been helping investors protect, grow, and enjoy their assets for over 25 years. His practice focuses on a holistic approach to financial well-being and quality of life. Preparing families for ‘four generations’ is the basic tenant of the firm’s legacy planning paradigm. Guiding families, utilizing a time allocation of money, commonly referred to as a “Bucket Plan” allows families to enjoy a superb quality of life while establishing generational wealth.
Mr. King has worked for some of the largest companies in the business, with tenures at Morgan Stanley Dean Witter, Aetna, and MassMutual before becoming an independent advisor.
Mr. King also teaches financial soundness to pre-married, and newly married couples. He is a part of the Dave Ramsey program, teacher at Financial Peace University, a SmartVestor Pro and an Expert Local Provider (ELP). He served as the youth director for his church for over 10 years and still runs a bible study for teens.
Mr. King received his B.A. from Louisiana State University and is a graduate of the Cannon Trust School. The American Banker Association awarded Mr. King with two designations: Certified Securities Operations Professional, (CSOP), and Certified Trust Financial Analysts (CTFA).
Mr. Gastl has over 44 years of experience driving business development, strategy, and revenue growth for companies in the financial service industry. Bill Gastl current position is the Chief Operating Officer of a SEC Registered Register Investment Advisory Firm, Wealth Watch Advisors. Prior to his current role, Mr. Gastl has held positions with various insurance companies, as a sales manager or field manager, as well as being the Chief Investment Officer and Corporate Secretary for a regional life insurance company. Mr. Gastl has the Chief Executive Officer, for MediDigm Corporation. In that role, he oversaw a company that was a leader in developing a debit card with a national bank and credit processor to access Health Savings Accounts.
He has a track record of building solid client relationships, with the ability to provide expert advice on topics involving insurance products as the core structure in financial planning. I have a track record of supporting financial adviser in implementing financial strategies for their clients, assisting businesses in improving profitability and efficiency through process management and development.
Lane G. Martinsen, is the author of “The Holistic Retirement Planning Revolution” available at Barnes & Noble and Amazon. He is a Certified Financial Fiduciary® and a Retirement Income Certified Professional (RICP®) as well as an independent Investment Advisor Representative (IAR).
As a financial planning practitioner, Lane’s focus is on holistic retirement planning and investment strategies, utilizing a combination of techniques and experience gained from helping hundreds of clients successfully improve their finances and their lives. Lane is driven by his clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries and fears.
Lane is a licensed independent Representative of multiple annuity and insurance companies. Lane received his Bachelor of Science degree in Business from the University of Phoenix and post-undergraduate studies and certification at The American College of Financial Services. Lane is the Principal of Martinsen Wealth Management, LLC and the President of MoneyPark, Inc. He is a member of the National Ethics Association (NEA) and an educational speaker for The Association of Financial Educators (AFE) as well as the Society of Financial Awareness (SOFA). Lane is also a proud member of the Ed Slott Elite IRA Advisor Group.
John Berlet, President of Boomers Advisory Group LLC is a leader in safe money concepts. John has spent the last 40 years in Austin teaching Baby Boomers and Beyond how to preserve their assets, increase their income and reduce income taxes. He founded Boomers Advisory Group in 2000.
Mr. Berlet's educational forums have been widely attended by retirees and pre-retirees throughout the Austin area. He has clients in California, Colorado, Hawaii, and Ohio. Over the past nineteen years John has assisted hundreds of families in protecting their assets and income assuring that they and their beneficiaries will have confidence and peace of mind in their ability to achieve financial longevity.
Boomers Advisory Group is a member in good standing with the BBB and has the highest rating possible A+. He is also a member since 2009 of the National Ethics Bureau. Johns radio show "Retirement Income Radio" is heard on KTEM 1400 weekly. John is a Certified Financial Fiduciary ( CFF) and a National Social Security Adviser ( NSSA)
Robert “Bob” Ryerson entered the financial industry in 1984 and became a Certified Financial Planner (CFP) in 1991. More recently, he became concerned about the epidemic of identity theft, and became a Certified Identity Theft Risk Management Specialist (CITRMS), and recently wrote the book “What’s the Deal With Identity Theft-A plain English Look at Our Fastest Growing Crime” Mr. Ryerson is a notary public, and holds a BA in Economics from Rutgers University. Robert is also certified for long-term care – CLTC®. He is an experienced estate administrator, and advises clients on various aspects of estate and legacy planning.
Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF)
For 23 years, the footprint of Steven Wise, and later Beacon Associates has been huge in the Northwest Ohio area. Initially founded on healthcare for small business owners and those self-employed, a book of over 4000 clients and families were generated. Later financial and benefit planning for Veterans and surviving spouses was added, over 3000 were assisted to help endure the cost of long-term care and still pass on a legacy. The backdrop of Steven and Beacon Associates has always been education.Steven educates families on retirement issues such as Medicare, Social Security Maximization, income planning and tax planning. The client and their families, always come first in his world, beginning with education, which allows them to make the best choices for themselves and obtain long term individual and family goals.Family has always been number one to Steven and his wife Rhonda.She is Vice President of Beacon Associates and one half of the Medicare Diva’s. Rhonda and Steven have 5 children and 10 grandchildren. Their son Quinten, a licensed attorney is joining the firm as it continues to expand.
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