Remove Estate Planning Remove Financial Consultant Remove Retirement Remove Risk Management
article thumbnail

The Mark of a True Professional With Ike Trotter

NAIFA Advisor Today

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.

article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

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.” . Broad Based Financial Planning Designations. Retirement.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

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.

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

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.

article thumbnail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

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.