Jennifer Trowbridge
Jennifer Trowbridge Retirement Income Specialist Book a Call About Me I have been helping people create a secure financial future for almost 30 years. Everyone deserves comfort, confidence and clarity so they can achieve the retirement they have dreamed of. Together we will make this happen. Contact Details: 657-571-7173 jen@jentrowbridge.com Florida Licensed Advisor For: Areas […]
Victor Rodriguez
Victor Rodriguez Retirement Income Specialist Book a Call About Me A Veteran entrepreneur and Finance Broker dedicated to helping individuals and families navigate any financial situation with clarity and confidence. I specialize in equipping individuals, business owners, military members, and veterans, with strategies and tools across finance/real estate, to help them reach their personal and […]
Lauren Belle
Lauren Belle Senior Retirement StrategistNPN#21742145 Book a Call About Me Lauren serves as a Senior Retirement Strategy Manager at Summit Income Planning Group, where she leads strategy meetings and helps clients build retirement plans centered on protection, tax efficiency, and dependable lifetime income. Drawing from her background in insurance, real estate, and financial planning, Lauren […]
Paul Zimny
Paul Zimny Retirement Income Specialist Book a Call About Me Paul is a Certified Public Accountant and MBA graduate, and has been a licensed consultant in the financial services industry for over 13 years. He specializes in personalized, tax-free retirement planning with strategies that both eliminate risk and position the client to grow their money. […]
Chad Wiles
Chad Wiles Retirement Income Specialist Book a Call About Me Chad Wiles serves as Retirement Strategy Manager at Summit Income Planning Group, where he helps lead the development and delivery of clear, disciplined retirement strategies built around protection, purpose, and long-term confidence. Having seen firsthand how mismanaged financial plans can impact families, Chad brings a […]
Elli Kim
Elli Kim Retirement Income Specialist Book a Call About Me Elli Kim is a financial professional with 10+ years of experience helping employees, retirees, and business owners protect and grow their wealth using tax-efficient and principal-protected strategies. She specializes in guaranteed retirement income planning, tax-free legacy strategies, and asset protection, working closely with high-income professionals […]
Tinu Aiku
Tinu Aiku Retirement Income Specialist Book a Call About Me I am a Licensed Financial Services Professional. I have been in business for almost 2 years. Contact Details: 215-398-4919 teehaiku@gmail.com Pensilvania Licensed Advisor For: Areas of Service: Alabama California Colorado Florida Indiana New Jersey Nevada Pennsylvania Texas Virginia
James Ault
James Ault Retirement Income Specialist Book a Call About Me James Ault is committed to helping individuals and families navigate the important financial decisions that come with retirement. He specializes in strategies designed to protect retirement savings, reduce unnecessary taxes, and create dependable income for the years ahead. By working with a team of experienced […]
Germania Coe
Germania Coe Retirement Income Specialist Book a Call About Me Germania Coe is a Retirement Professional Specialist with over 11 years of experience at the intersection of healthcare marketing and wealth management. By blending her deep understanding of the healthcare landscape with advanced retirement strategies, Germania provides a holistic approach to financial security that most […]
Kurtis Gabrielse
Kurtis Gabrielse Retirement Income Specialist Book a Call About Me Edward has been assisting seniors and those preparing to retire to protect their assets and plan wisely. His goal is to guide investors through various life stages and into retirement. This requires a thoughtful approach with many factors to consider. Contact Details: 630-517-9349 kgabrielse@msn.com Illinois […]