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!
Alan Porter LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF
ALAN PORTER
LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF
I am a retired Army Veteran with over 21 years of service.I have been married to my Wife Ella for 46 years.I have two grown children Todd, and Nicole and I have 5 grandchildren.I am the owner of STRATEGIC WEALTH STRATEGIES where I specialize in TAX FREE Retirement, Protection for the Family and Long-Term Care.I am a founding member of the AMERICAN TAX PLANNING INSTITUTE, where we emphasis TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting.I am Master Mentor of the Circle of Wealth Program.I have my Life and Health Insurance Licenses as well as my Series 65.I am a Nationally Certified Financial Fiduciary.
I have over 32 years’ experience in Mortgage Banking, Real Estate, Insurance, and the Financial Services Industry.As a Fiduciary, I not only have a moral obligation to pursue the best interests of my clients, I have a legal obligation also.I currently write Financial Articles for 3 magazines, speak at numerous functions across the United States, and at WEST POINT, where I was selected as Outstanding Speaker for the Leadership Conference there and most recently spoke at the HARVARD FACULTY CLUB in July of 2017.I am a member of various civic organizations.I have co-authored two International best-selling books book on Financial Leadership, and I have also co-authored 2 books on Tax Savings Strategies and just completed another book on Strategic Financial Strategies.I have been quoted or published in over 320 publications across America.I have been interviewed on ESPN radio, and have been seen in or on ABC, FOX, NBC, CBS and The CW.
I teach my clients to think outside the box.My goal is to educate my them on the financial strategies the wealthy and financial industries have been using for years.I want them to become their own bank, pay themselves instead of financial institutions.Protection of the family and the safety of your investment is my not only my Professional goal but my personal goal as well.It is my primary concern.I strive to understand what is in the hearts and minds of my client, not what is in his or her bank account.I ask question after question to find out the client’s goals and desires and what is important to them and their family and match that up with a Strategic Financial Strategy that will best suit the clients’ goals and desires!
Alan Porter LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF
Renan is an independent FiNRA licensed financial advisor. He has been working as a client fiduciary since 2014. This started when Renan received the news that a good friend of his who he met while living in Panama took his own life after losing everything he had saved up his entire life! This event was the catalyst for Renan joining Olympic Golden Retirements. Now, he can help his clients protect and grow their retirement portfolios and avoid the devastating impact that poor retirement planning can lead to. Today, his passion is to guide and teach his clients how to design their portfolios “mathematically” with an intent on avoiding losing money, providing a lifetime income, preserving 100% of their principal, and building in substantial liquidity and flexibility along the way.
Prior to working for Olympic Golden Retirements, he owned and operated a successful French restaurant. Following the sale of his restaurant, he moved to Panama to pursue a Real Estate career with Christies Great Estates. There he assisted Americans and Europeans looking to invest and/or resettle in Panama. He and a business partner founded Strategy Panama that focused on helping clients supplement their retirement income by identifying businesses they could launch or purchase. He graduated from UNCW where he majored in Spanish and Business.
Glenn Toussaint CFP®,ChFC®,CLU®, AWMA ®,AAMS ®, AEP ®, CFF ® is the President of Toussaint Financial Associates, a boutique wealth management firm and a recognized Industry leader in the investment advisory and financial planning business. Our work is confidential to protect the privacy of our clients.
Toussaint Financial Associates specializes in the following areas:
* Investment management and Advisory services
* Estate Tax Planning
* Financial and Retirement Planning
* Retirement plans and Employee benefit plans.
* Insurance and Asset Protection planning.
* Wealth Creation and Transfer planning
He has previously been awarded the prestigious '5 Star Wealth Manager 'which recognizes him in the top 3 % of all Wealth Managers in the USA. Glenn has also been awarded ' America's Best Financial Planners '.
Glenn Toussaint holds the following degrees from the American College and the College of Financial Planning and the National Association of Estate Planners & Councils (NAEPC) Accredited Estate Planner®and the National Association of Certified Financial Fiduciaries ( NACFF®).
* Certified Financial Planner (CFP®)
* Chartered Financial Consultant (ChFC®)
* Chartered Life Underwriter (CLU®)
* Accredited Asset Management Specialist (AAMS®)
* Accredited Wealth Management Advisor (AWMA®)
* Accredited Estate Planner (AEP®)
* Certified Financial Fiduciary (CFF®)
In his personal time, Glenn is a serious pianist and has performed solo classical piano at Carnegie Weill Recital Hall at age 22 and 23. Glenn recorded a CD entitled: Introducing Glenn Toussaint, 'Romancing the piano' and released a CD in January 2014 titled " A Tribute to Elvis ", a solo piano performance.
Glenn holds Black Belts in Karate and Shotokan and Ishin-Ryu and a Red belt in Tae Kwon - Do.
Jeremy Reiland is a Senior Financial Planner, Certified Financial Education Instructor & Investment Advisor for The Chamberlin Group in St. Louis, MO.Jeremy began his career in the financial services industry in 2001 in Des Moines, IA and relocated to St. Louis in 2011.Jeremy takes a holistic approach to financial planning and he believes in educating his clients on all aspects of their retirement plan from investment management, Social Security planning, Medicare planning, tax planning and estate planning.Having a well-coordinated plan is the key to having a successful and worry free retirement.Jeremy lives in Lake St. Louis, MO with his wife, Amy and their daughters, Mykaela & Chaylee.
With more than 30 years’ experience, Michael Quarles specializes in advising retirees and those about to retire who want to protect their assets and ensure their money lasts. He focuses on helping pre-retirees and retirees avoid the common mistakes of retirement.
Mike entered the financial services industry in 1979 and became an independent financial professional a decade later in order to offer clients more personalized service. He is the proud owner of Financial Longevity Advisory, LLC, where he has created a team of professionals who focus on the company’s mission: To service others with professional discipline encompassing the importance of health, family and the social aspects of aging, as well as financial longevity.
Mike is committed to providing ethical service and showcasing the knowledge required to benefit clients and their families. Additionally, he is an Investment Adviser Representative who has passed the Series 65 Security exam. He is held to the fiduciary standard and legally obligated to act in your best interest. He primarily serves clients and their families in the greater Kansas City, Metro and Northland area.
Mike covers real world knowledge, working with seniors every day. His personal life involves pursuing educational aspects of meeting new challenges of the fast-growing aging population.As a member of the “National Association of Insurance and Financial Advisors”, Mike strives to create a strong and safe environment for seniors and those working with them.
A devoted husband & Father Mike enjoys quality time with his family and wife Marcy who is a cancer survivor and transplant recipient, Marcy was given a new lease on life in 2014, both are dedicated supporters and volunteers of the “American Liver Association” and “The National Kidney Foundation” dedicated to bringing awareness of donor support to the local community. Most of all they enjoy spending time with their children and the activities of their grandchildren.
I am a native to the Philadelphia western suburbs known as the Mainline. Growing up in Wayne Pennsylvania and never leaving the area I have roots far reaching into the local area both in business and personally.
CERTIFIED FINANCIAL FIDUCIARY
Recently I have become a Certified Financial Fiduciary which is something that I am proud to have accomplished. If you don’t know what a fiduciary is, it is someone who gives advice for a fee who puts his clients interests before his own. Although I am licensed with a series 65 Investment Advisory license and Life Insurance license I felt the obligation to my clients to become educated to a higher standard of Due Care, Loyalty and Good Faith.
BUSINESS
I have been in business for over 30 years and have business knowledge both from a formal education at West Chester University of Pennsylvania and the school of hard knocks. I have experience with small micro business to manufacturing with over 50 employees. I am able to share this knowledge with clients because I usually know where practical experience is a priceless asset. I help you find money in places where you never looked or if you have looked I can help by looking with deeper knowledge and partner affiliations.
WORKING WITH CPAS
I used to be a traditional financial advisor but eventually I got burned out of the status quo. Unfortunately there was a lot of deceit and self-serving advice being given. And it didn't make me feel comfortable because that is not who I am. I didn't get into the financial services industry to just make sales. So I took a step back and thought about my options. What I realized was that the best way for me to truly help most people would be to focus on business owners. By helping business owners reduce their expenses, become more efficient, and make better decisions, I could help them create jobs and shape the future of the economy.
However as I began working with business owners I realized that in order to help them, I would ultimately need their CPA's help as well.
I was initially surprised how many CPA's were unwilling to spend a little more time to significantly help their clients. Slowly I realized the issue was that were just way too busy. So now I focus on helping CPA's in a team based approach with their clients not as a referral source but a true partnership with them.
Melissa is a proactive custodian of planning for life transitions. As a collaborative partner of life's peaks and valleys, Melissa utilizes education and experience to help her clients Making Life Grow! Over the years, her firm has gravitated towards the unique needs of closely-held business owners and high-level executives. Melissa is particularly passionate about educating and working with women.
Melissa has 25+ years of financial planning experience. Prior to founding MLGA in 2006, she honed her skills developing customized strategies and providing competitive product solutions working for several large captive firms. Melissa believes that focusing on accumulating money is simply not enough. To be truly effective, comprehensive financial planning must include accumulation AND protection planning followed by a sound decumulation plan and wealth transfer. Simply put…plan, protect, and preserve.
Melissa received her BBA from Georgia State University and is licensed in multiple states. Her company is minority certified and has won several contracts with city and county governments. Her professional and civic affiliations include House Proud 501c3, Girls Inc of Greater Atlanta, the National Association of Women-Owned Small Businesses, the United Way VIP Alumni Association, and Delta Sigma Theta Sorority, Inc.
Gary Silcox has an extensive career as an Insurance Agent, Business Consultant and prior 3rd Party Administrator who partners with clients to grow their personal and professional future. After spending decades working in insurance sales, consulting and marketing both nationally and internationally, Gary knows what is truly necessary for anyone or business to succeed.—It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them while always putting their well being first.
Gary has consulted to the Fortune 500, Directed National Associations, founded multiple Insurance Agencies, and an International Re-Insurance Company.Gary is a trained business consultant, owner of multiple small businesses, Certified in Section 105, Licensed Insurance Agent, Certified Financial Fiduciary® and holds authorization to represent MLCDs offered by the world’s largest banks.
Gary is married enjoying a large family.Educated at Ohio State University and Wright State University 1966-71,
Michael is a Certified Retirement Financial Advisor (CRFA), Chartered Federal Employee Benefits Consultant (ChFEBC) and Chartered Senior Financial Planner and he holds a Life and Health License, a Long- Term Care Certification and a California Partnership Long-Term Care Certification. Michael's professional memberships include the Better Business Bureau, Business Consumer Alliance and the National Ethics Association.
Over the last 19 years, Michael has assisted over 2,000 California teachers, school administrators, and public school employees on retirement planning through his seminars, videos and personal consultations.
Michael educates his clients on how to achieve financial success in retirement. He takes his clients through a step-by-step comprehensive retirement planning process that includes providing information on how to lower taxes in retirement planning process that includes providing information on how to lower taxes in retirement, how to maximize Social Security income and retirement plan distribution options, Estate planning, and assessing insurance needs in retirement.
Michael has been honored with many professional awards and he has lectured widely on estate planning and financial topics throughout southern California. Michael has written several articles on the importance of wealth preservation and long-term care that have been published in leading outlets.
Michael lives in Thousand Oaks, California with his wife Jeanne of 20 years and their two sons. Michael's wife, his grown daughter, and son-in-law are also Financial Advisors and his business partners. When not working, Michael enjoys spending time with his family which now includes two young grandsons.
After beginning his career as a multiline agency owner, Carson quickly realized his real passion is in the financial services profession. Instead of walking away from the thousands of client relationships he had built up to that point Carson decided to instead focus on bringing more value to his clients by helping them with their financial advisory needs as well. To date he has invested huge amounts back into his agency in the form of new team members. The CP Insurance team is stacked with the top licensed agents in their area. Each agent specializes in just a few disciplines. Even though CPI is still a multiline agency, they set themselves apart from the competition by having dedicated agents who are focused on directed markets. The old saying “jack of all trades, master of none” is widely used to describe the multiline world; however, Carson and his team have distanced themselves from other agencies by becoming a team of leading authorities on every service they offer.
Carson has made Financial Services his own personal specialty within his agency. He has achieved incredible standards with the companies he represents and has earned many of their Top Agent awards year after year. When asked what sets him apart from others in his particular field Carson stated, “Too many times in our field we do an incredible job of making ourselves seem important and all knowledgeable and too poor a job of actually responding to the clients wants and needs. The reason we do more business than most is because we refer more business than most. Look, if it’s not a good fit then I don’t want to put you there even if it means losing a sale. I trust that if I take extra ordinarily good care of your needs, then down the road you will bump into someone you believe I can be of service to and you’ll send them my way. This is why it has become paramount to my success to work with other like minded professionals who specialize in areas where I do not. By working together, with the clients BEST interest in mind, we create a more productive, powerful, and effective team and thereby impact our collective clients lives in a much more positive way then we could all on our own. In creating this power team of ethical professionals I have guaranteed that my clients never lose and guaranteed that I will always win over my competitors. Maybe I am old fashioned, but I just believe if you treat people right, and make sound advisements regardless of how they affect my bottom line, then my clients will always take care of me and my family’s needs.”
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.JPG)
