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!
Kirk Teppe is an Investment Adviser Representativein West Chester, Ohio. He began his financial services career in 1980 and today serves individuals, families, small business owners, and retirees. He focuses on retirement planning and 401(k) rollovers for those individuals entering retirement or changing jobs. Kirk also work with small businesses to implement and maintain 401(k) programs and Simple IRAs. He also has an extensive background in life and health insurance planning.
“My clients appreciate my independence,” says Kirk.
“Since I work for myself and I don't deal with proprietary products, it is clear to them that their best interests are my primary concern. Especially in these troubled times, investors want to know that their advisor is concerned with their future, helping them achieve financial peace of mind through efficient strategies for success.”
Kirk is a veteran of the U.S. Army. He attended the University of Maryland-European Division while serving in the military and graduated from Southern Ohio College. He has obtained the Life Underwriter Training Council Fellow designation and while at John Hancock Financial Services he was a nine time Honor Club Qualifier. He belongs to the Cincinnati Association of Insurance and Financial Advisors.
Active in the community, Kirk is a member of the Masonic Lodge and a Shriner. Kirk makes his home in Fairfield, Ohio. In his leisure, he is an avid sports fan and enjoys golfing, snow skiing, bowling, softball, and most importantly spending time with his wife, three daughters, and his grandchildren.
Education:Received his B.A. in Economics from Bethel College and his M.B.A. from the University of St Thomas.His most important education, however, has come from spending decades helping clients reach toward their financial goals and valuing what is important to them all along the way.
Career:Became licensed in 1996 with Advantage Capital and has been with NEXT Financial Group, Inc. Member FINRA/SIPC since 2000.Todd has developed a time-tested methodology of engaging clients on a highly-personalized basis and putting together strategies for their specific and unique needs.
Personal: Todd has been a lifetime resident of Minnesota and has been active in many roles at his church and in his community. He treasures his wife and family and loves doing anything that includes being with them.
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 L George & Associates is a Holistic Advisory & Financial Planning Firm located in the Metro Atlanta area. (MLG) Making Lives Grow is the brand promise of Melissa L. George and Associates, a proactive custodian of planning for life’s transitions. Having a collaborative partner and leader changes the ride of life’s peaks and valleys to a smooth journey. Making Lives Grow is about a special recipe - education, experience, and expansion!
As a 20+ year financial services professional with corporate and independent practice experience, Melissa is the personification of Making Lives Grow...credentialed, creative and caring. Clients, regardless of the size of their portfolio or assets, don't feel intimidated or overwhelmed; they feel enlightened and engaged! Her firm’s approach is a methodical discipline to build, protect, spend, and distribute assets in a way that the client’s life grows.
Our MISSION is to cultivate solid, long-term client relationships,
to equip our clients with sufficient information to make informed decisions,
to develop customized solutions based on sound financial principals,
to provide top-rated products to support the attainment of those goals,
to monitor progress at regular intervals and adjust where and when needed and
to help our clients to live abundantly.
Melissa received her BBA from Georgia State University and holds several licenses in multiple states. She is minority certified and has won several contracts with city and county governments. Her current professional and civic affiliations include the National Association of Women Owned Small Businesses, the United Way VIP Alumni Association and the National Association of Certified Financial Fiduciaries. Melissa is also a proud and active member of Delta Sigma Theta Sorority, Inc. Melissa and her husband Derrick reside in East Point, GA.
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