Financial Consultant Retirement Risk Management 
NAIFA Advisor Today
FEBRUARY 15, 2023
Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.
Carson Wealth
JULY 12, 2022
Translating from the secret language of financial planning, 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.” . CFP ® – CERTIFIED FINANCIAL PLANNER. Retirement.
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WiserAdvisor
AUGUST 8, 2022
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.
International College of Financial Planning
SEPTEMBER 23, 2024
d) Comprehensive Knowledge Though the CFP® challenge pathway allows you to bypass some foundational courses, the program still covers all critical areas of financial planning. Popular career roles for CFP® professionals include: Financial Planner: Work with individuals and families to create long-term financial plans that secure their future.
International College of Financial Planning
JUNE 25, 2024
RFPA Course The Registered Financial Prosperity Advisor (RFPA) program, offered by the International College of Financial Planning (ICOFP) in collaboration with Bajaj Capital, is a prime example of an effectively designed short-term course.
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Charles King.
Sara Grillo
APRIL 10, 2023
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. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
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