Ed Barone, Wealth Manager, CFF at Evergreen Wealth Solutions. Ed is a seasoned wealth manager, with twenty years’ experience assisting affluent families and business owners with Liquidity Strategies, Investment Management, Business Succession, Legacy and Philanthropic Planning.  He previously held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth and fiduciary professionals who provided investment management, legacy planning, and business succession strategies. Prior to that role, he worked with ING Financial Partners as an Investment Advisor for ten years.  His professional and personal philosophy is shaped by the following quote by Bill Bullard, former Dean of Faculty at San Francisco University High School: “Opinion is really the lowest form of human knowledge. It requires no accountability, no understanding. The highest form of knowledge is Empathy, for it requires us to suspend our egos and live in another’s world.”

I became a licensed health and life insurance agent in 1995 with the desire to help people protect their life’s work and to ensure their insurance coverage fits their needs and lifestyle.  In 1998, I started a company focusing on a complete approach to helping individuals as well as business owner’s focus on multiple areas to be sure their lifestyle and future was protected.  I realized, if I worked for only one insurance company, I would have to offer only their products to my clients even if they were not the best value or the best fit to my clients. By owning my own agency and utilizing multiple companies, I can truly find the products and services that makes the most sense to each client. I have found that most people want their trusted advisor to do the research for them and then offer the strongest products and services available, not just one product they happen to have.  

Education is my Mantra.  Reverse the old adage, What people don’t know will hurt them!

Goals For My Clients 

  Helping my clients Protect their Life’s Work

  Educating my clients on the solutions that best fit their needs

  Cost effective options for basic planning documents - Will, Living Will and   P.O.A’s

Business Clients  We help lower costs through – Employee Benefits - Legal Consultation - Debt Collection Issues – Contract and Document Review – Classic 105 Tax Strategy – Key Employee Plans and Business Continuation Plans                                          

Professional Training and Recognition

  Licensed Health and Life Agent in 20 states

  Retirement Planning and Business Protection Strategies

  Certified Identity Theft Risk Management Specialist

  ACA Health Insurance Certified

  20 years of helping people with Medicare planning

 About Me…I am married with 5 children and 2 Doberman Pinschers, Duke and Delilah.  I love spending time with my family and friends.  I enjoy traveling and experiencing different cultures and ways of life.  I also like working hard for both my family and clients.  I belong to several community organizations including the Masonic Lodge, and am a member of Living Word Church in Vandalia. 

Ted Thatcher is the Owner and Principal of Peace In Retirement Financial Services and serves as the President of the American Financial Education Alliance [AFEA - 501(c)(3)] Medford, Oregon and Redding, California Chapters. The passion he has for his field was born from the love of his family and preparing for their future. He cherishes each of them; from his wife Kassandra, to his son Ethan and daughter Olivia. Ted's passion for his family overflows to his office where he prides himself on creating an education-focused environment where the passion he has for his own family's future can be mirrored and focused on you and your future goals. It is Ted's goal that each person he meets have a written plan to protect their retirement. He specializes with those who are just beginning to see retirement on the horizon, going through the phase of beginning their retirement, and with those who are already retired. It is Ted's sincere desire that everyone possess the peace of mind so many only hope to have in their retirement. This peace of mind is achieved by executing a written plan he calls the Peace-Filled Retirement Road Map.

It is with tools like this that Ted has helped people all across the country protect millions of dollars in retirement assets. Ted aims to create a welcoming, service-oriented environment that he found was always present where he grew up in the midwest. It is with this culture that he welcomes new clients into the fold. When he isn't behind his desk, Ted enjoys the outdoors with his family, cheering on his Notre Dame Fighting Irish, going on hunting and fishing outings with his father and brothers, and throwing tennis balls across the yard for his golden retriever, Finn.

Find out more about Ted Thatcher and protecting your retirement at: 

PeaceInRetirement.com

Ted Thatcher is the Owner and Principal of Peace In Retirement Financial Services and serves as the President of the American Financial Education Alliance [AFEA - 501(c)(3)] Medford, Oregon and Redding, California Chapters. The passion he has for his field was born from the love of his family and preparing for their future. He cherishes each of them; from his wife Kassandra, to his son Ethan and daughter Olivia. Ted's passion for his family overflows to his office where he prides himself on creating an education-focused environment where the passion he has for his own family's future can be mirrored and focused on you and your future goals. It is Ted's goal that each person he meets have a written plan to protect their retirement. He specializes with those who are just beginning to see retirement on the horizon, going through the phase of beginning their retirement, and with those who are already retired. It is Ted's sincere desire that everyone possess the peace of mind so many only hope to have in their retirement. This peace of mind is achieved by executing a written plan he calls the Peace-Filled Retirement Road Map.

It is with tools like this that Ted has helped people all across the country protect millions of dollars in retirement assets. Ted aims to create a welcoming, service-oriented environment that he found was always present where he grew up in the midwest. It is with this culture that he welcomes new clients into the fold. When he isn't behind his desk, Ted enjoys the outdoors with his family, cheering on his Notre Dame Fighting Irish, going on hunting and fishing outings with his father and brothers, and throwing tennis balls across the yard for his golden retriever, Finn.

Find out more about Ted Thatcher and protecting your retirement at: 

PeaceInRetirement.com

Judy Lee 

I offer a holistic approach to financial and retirement planning.  I provide a total financial needs analysis with expertise in: advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services 

Completing the Retirement Income Planning Certification designation

Registered representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc (HTK).

Registered Investment Advisor

MOKAN FINANCIAL has served the greater Kansas City and Wichita area with retirement planning and insurance services for about 6 years. MOKAN FINANCIAL has become widely known for providing “cutting edge” Educational classes on topics ranging from the Federal Employee Benefits, to Social Security and Retirement and Tax Advantaged planning. They have an A+ rating with the Better Business Bureau, and proud member of the National Association of Certified Financial Fiduciaries.

There are a lot of things that a retiree cannot control like life expectancy, or the fluctuation of the stock market on a year over year basis. However, math and science have proven that there are dozens of things that a proactive investor can do to substantially increase Social Security benefits, while reducing their risk, and controlling things like taxes, fees and the harmony between growth and income producing assets.

After age 50 you need more than a pie chart (of assets), you need a plan. The goal of retirement planning as defined by MOKAN FINANCIAL is to create the greatest amount of net (after tax) income to fund your quality of life, for the rest of your life. MOKAN FINANCIAL likes to consider itself as big enough to do the job yet small enough to care, as they continue teaching and specializing in this type of retirement planning.

With over 24 years’ experience in the industry, Brandon has seen his clients through both bull and bear markets. With an expertise in retirement planning, he draws on this industry experience to develop and manage financial strategies for high net worth individuals.

Personal Life & Education

Brandon grew up in Northern Virginia where he is currently raising his three very active children. He graduated from James Madison University with degrees in Finance & Marketing. He enjoys staying fit, outdoor activities, watching movies and charitable endeavors related to underprivileged children.

Giving Back to the Community

As a CASA (Court Appointed Special Advocate), Brandon has been appointed by the court system to advocate for the best interests of abused and neglected children. www.casaforchildren.org

David Afraimi began his financial services career in 1999 as an insurance account executive in Northern California. His ability and desire for growth quickly moved him into a sales management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.

After five years of consistent success, David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the principal of BAM Advisory Group.

David is a highly energetic financial professional with 22 years of industry experience. He is passionate about providing sound advice to clients and appreciates the opportunity and unique challenge of working with and forming long-lasting relationships with a variety of people. David’s expertise includes retirement income planning, Social Security maximization, estate planning and tax mitigation.

David is able to build portfolios with objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to strictly focus on the needs of the individual. David’s licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®, Certified Tax Specialist™, Certified Financial Fiduciary® and National Social Security Advisor®.

Outside of helping family, friends, and community members plan for the future, Davis also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, David enjoys traveling and visiting his family in Reno, NV, as well as mountain biking, snowboarding, yoga, and working out. The Afraimi family also love their 2 French bulldogs, Manny and Dre.

Tim Fallon is a dedicated Financial Educator and Owner of Fallon & Associates, LLC in Madison, WI.  With a life-long focus on civic service, Tim prides himself on educating his students on the basic concepts of financial management.  His goal is to ensure that individuals understand the opportunities and potential rewards that are available when taking a proactive approach to personal finances.

Before forming Fallon & Associates, LLC, Tim Fallon was a proud member of the law enforcement community. Tim graduated with a degree in Criminal Justice from the University of Wisconsin-Platteville in 1990. During school, he joined the Army and served as a Military Policeman for five years.  After graduating, Tim worked as a civilian Police Officer for ten years.

Upon retiring from law enforcement, Tim received his Life, Accident, and Health license and became a financial planner.  In 2002, Tim formed Fallon and Associates, LLC.  The company now offers a full-service financial planning firm to include: retirement planning, asset protection, estate planning, and Medicare supplements.

About Gary Hurt

Gary Hurt, Investment Advisor Representative

Certified Financial Fiduciary

Wealth Watch Advisors

Gary Hurt is an Investment Advisor Representative with Wealth Watch Advisors, an SEC Registered Investment Advisory Firm, and the Owner / CEO of Hurt & Associates Financial Services LLC.

With over 19 years of experience in the Financial Services industry, Gary has been able to help many hundreds of couples, individuals and business owners in working towards and achieving their financial and retirement goals.

Gary is based in Twin Falls, Idaho, and serves his clients across the state and nation in the areas of Investment and Insurance Solutions, Retirement and Tax Planning, Wealth Preservation and Protection Strategies, and  401K / IRA Implementation/ Rollovers and Administration.