Employer-Provided Family Health Insurance Coming with More Expenses Atlantic Beach FL

Company: Lawrence Financial Services

University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance

Years Experience: 30

Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wealth Engineering,IRA, 401k, Roth

Title: CRPC, Chartered Retirement Planning Counselor

FLORIDA ATLANTIC UNIVERSITY, B.A. 1995
BROWARD COMMUNITY COLLEGE A.S. 1993

Years Experience: 15

Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Captive Insurance,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,A

Title: President
Company: Pro Prosperity Planner

University of Central Florida/Bachlors in Business Adminstration

Years Experience: 27

Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Health Care Insurance,Retirement Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pe

Company: Principal Financial Group

Pennsylvania State University

Years Experience: 15

College Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Long-term Care Insurance,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Pla

Medicaid

Title: Vice President, Senior Financial Advisor
Company: Merril Lynch

Investment Advisor Rep: Yes
Registered Investor: Yes

University of Georgia

Years Experience: 16

High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Busines

Title: President
Company: Money Concepts FPC

Investment Advisor Rep: Yes

Years Experience: 15

Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only

Title: Vice Pres.
Company: Felcher Financial/Summit Brokerage

Disability Insurance,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Hourly Financial Planning Engagements,Medicaid,Life Insurance,Investment & Portfolio Management,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning