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Translating from the secret language of financialplanning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Broad Based FinancialPlanning Designations. Retirement.
Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirementplanning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estateplanning solutions to families and small businesses.
These professionals also hold expertise in various fields, such as retirementplanning, tax management, estateplanning, investment management, insurance, debt management, wealth management, and more. Need a financial advisor? They help prepare a retirementplan based on a client’s financial needs and goals.
Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.
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This course prepares students for the CFP certification exam and covers comprehensive topics such as estateplanning, investment planning, and retirementplanning. Graduates can pursue careers as certified financial planners, investment advisors, and financialconsultants.
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Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.
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