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COEA recognizes William K. Hayes as a top professional in Trust Law, Medicaid & Insurance Planning - So. Pasadena, CA.
A properly drawn estate plan must consider not only trust and financial planning, but must also focus on how to cope with health challenges as clients age. Expert planning must make sure that client's estate plans are not destroyed by long term health care issues.
For more information or to contact William at www.LosAngelesTrustLaw.com
COEA recognizes Harold C. Morrow, CPA/PFS as a top professional in the Financial Coaching Industry - El Paso, TX.
Harold Morrow has been a CPA for 36 years and a Financial Coach for 18 years. He has seen too many clients investing in asset classes which are not suitable for their personal or financial situation. He stresses the importance of broad diversification, portfolio rebalancing and low cost management.
For more information or to contact Harold at harold.morrow@morrowcpa.com
COEA recognizes Ross B. Feldman, CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC as a top professional in Financial Services - Ithaca, NY.
The 1-2 Punch for financial success, according to Wealth Management Advisor Ross B. Feldman, CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC: First Protect what you have & create with insurance & legal documents, then Save 15-20% of what you receive from your efforts. You can resolve debt after.
For more information or to contact Ross at www.wholisticwealth.com
COEA recognizes Darryl Franklin, PhD as a top professional in the Financial Services Industry - Chicago, IL..
The secret to retirement success is really not a secret at all it comes down to one word, D-I-S-C-I-P-L-I-N-E. Our best clients are those who understand this fact and appreciate our process for investing and financial planning.
For more information or to contact Darryl at oakwoodwealth.com
COEA recognizes Peter Hibbard as a top professional in Financial Services - Columbia, MD.
Peter Hibbard, a Chartered Financial Consultant, for over 40 years has helped business owners, professionals and C-Suite executives retire earlier and wealthier. These individuals need access to tax advantaged plans that legitimately converts taxes into more wealth and security.
For more information or to contact Peter at www.columbiabenefits.com
COEA recognizes James P. Ball as a top professional in the Financial Services Industry - Venice, FL.
With over 23 years in the business James has helped hundreds of individuals and companies prepare for retirement, succession planning, wealth accumulation and tax efficient distribution of assets. His planning centers around risk minimization in achieving client financial goals.
For more information or to contact James at www.jballinsurance.com
COEA recognizes Steven H. Step as a top professional in Retirement - Woodland Hills, CA.
With over 32 years in the Financial Services business, Steven Step has helped hundreds of individuals and small business owners SAVE for Retirement in tax advantaged, Guaranteed ways. Steven has put his clients on track to building more than $86 million of additional wealth.
For more information or to contact Steven at Astepaheadfinancial.com
COEA recognizes Barry Page as a top professional in Retirement - Life Insurance Strategies - Ocean Springs, MS.
Barry Page, Financial Consultant, provides an alternative approach to traditional retirement planning and wealth building. He specializes in showing families and business owners how to use their life insurance while they're alive for financing, increasing cash-flow, and tax-free retirement income.
For more information or to contact Barry at http://legacyinsuranceagency.com
COEA recognizes Brett Kramer as a top professional in the Financial Services Industry - Denver, CO.
"After three generations of investment counsel, at Kramer & Co., my fathers teachings still ring true today. . . "When thinking about a client, don't think about the sale, but rather think about the people and the very best plan for them".
For more information or to contact Brett at TheKramerCo.Com
Contact Info:
Name: Jeremiah Desmarais
Email: Send Email
Organization: Council of Elite Advisors
Website: http://www.councilofeliteadvisors.com
Source URL: http://MM-LC
Release ID: 230425
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