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 […]
Edward Hernandez
Edward Hernandez 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: 857-403-9008 edward@encinofinancialtexas.com Massachusetts […]
Tim Murphy
Tim Murphy Retirement Income Specialist Book a Call About Me Tim Murphy is a financial professional, entrepreneur, and leader dedicated to helping families build financial security through education, protection, and long-term wealth strategies. With a strong commitment to service, Tim works with individuals and families to create personalized financial strategies that help protect what they’ve […]
Joe Matzke
Joe Matzke Retirement Income Specialist Book a Call About Me Over the past four years, Joe has focused exclusively on helping clients reduce tax exposure, protect what they’ve built, and maximize the wealth they retain through advanced market strategies. His areas of specialization include estate planning strategies, insurance design, advanced markets, and comprehensive wealth protection […]
Joyce Garcia
Joyce Garcia Retirement Income Specialist Book a Call About Me Joyce is a financial strategist, asset protection specialist, author, and community leader committed to helping individuals and families plan their next chapter with clarity, confidence, and long-term security. Working alongside a carefully selected collective of specialized professionals, Joyce ensures every plan is coordinated, holistic, and […]