Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Since 2011, Jeffrey has been passionate about helping companies save money on their Employee Benefits all while making the company look elite in its benefit offerings compared to the competition using unique strategies and plan designs. While helping business owners with their benefits/finances has been a major focus in Jeff’s practice, he continues to help individuals and families create more time, money, and security by developing strategies fitted to their current financial situation that will help bring them Financial Independence and security.
Upon his Graduation from Rutgers University, he would go on to meet what would be his future wife Kari. They have been happily married for the last few years with 2 dogs and recently welcomed their newborn daughter into their lives. They proudly reside in Central New Jersey and plan on spending the rest of their lives raising a family in New Jersey. Jeffrey credits his early success to his two hardworking, loving, blue collar parents who helped instill his hard work ethic, determination to succeed, and love for helping others.
Outside of spending time with clients and his family, Jeffrey enjoys an active lifestyle in playing in competitive softball leagues, snowboarding, participating in Crossfit, golfing, riding his Motorcycle, and searching for the best slice of pizza in the Tri-state area.
With a multi-line financial service & insurance tools, our firm is equipped to help our community be successful in protecting their families and loved ones' interest. The key to being a successful representative is genuinely caring about each client's individual situation and circumstances, working closely with them to evaluate where they are financially today, in order to help them achieve their goals & objectives.
As president at Omniverse Financial & Insurance Services, I have a special interest in helping educators, their families, and our community to be educated building wealth, asset protection, and income replacement.
Specialties include but are not limited to:
• Retirement Planning • Budgeting / Debt Management --------------------------------------- LA&H Insurance License Property & Casualty Series 6 & Series 63 Registrations I am licensed to sell Insurance Products in MA and CT and Securities in MA.
Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.
Phil's mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying "if you don't have a plan, then whose plan are you following? The IRS's? The Social Security Administration?"
Phil's background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
Phil is also one of Ed Slott's Master Elite IRA Advisors, a designation that is exclusive to a group of 278 of the top financial advisors in the country who are trained by Ed Slott.
Phil takes pride in providing his clients with the security & peace of mind that comes from knowing that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth. Phil and his financial strategies have been featured on FOX, PBS, WDIV, and the Wall Street Journal. Phil also publishes a weekly financial column that can be found here.
I grew up on a small family farm in Northeast Mississippi.From there I went to Starkville, Mississippi and graduated from Mississippi State University. I spent many years working in middle management with a company right out of college.
My wife, Barbara and I have one son, a daughter-in-law and one grandson and two granddaughters. We have volunteered with several schools and various ministries with our local church for the last 30 plus years.I am a member of the Kiwanis Club.I have served on several committees including serving as President twice.
I have worked in the financial industry over 16 years. I hold a Series 7, 63, 66 long with life insurance licenses. I work with individuals, families and businesses to assist them in reaching their financial goals.My office is located in Cookeville, Tennessee.
Renée Parris is a Financial and Business Coach specializing in customized retirement and financial planning for clients of Forecast Financial Group. Her core philosophy is that every consumer deserves to be empowered through financial education to create a more stable financial future. Based on their current assets and future goals, she collaborates with individuals to navigate the uncharted waters of their financial future by positioning their portfolios for growth with little to no risk of loss.
Renée is a thought leader and works closely with each member of our team to oversee the implementation of client-centric strategies. Her ability to listen and develop plans for our client’s needs is a strong addition to the daily operations of our firm. Because each stage of life requires different strategies when it comes to financial success, she is committed to being actively involved in the ongoing educational resources we make available to consumers.
As a lifelong learner, Renée is constantly researching new strategies and challenging traditional ways of planning to ensure our clients get relevant and timely information for today’s financial climate.
Drawing upon her decades of entrepreneurial, corporate and non-profit management experience, Renée is able to easily relate to clients from all walks of life and career experiences. Getting to know our clients, their financial goals and collaborating on a plan to help position the individual's assets to achieve those goals is the driving force behind Renée being sought after as a coach, financial educator and non-profit consultant. She is an approved instructor with Adult Financial Educational Services (AFES), author and frequent guest of the “Financial Fifteen” segment on an internationally syndicated radio show.
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.”
Dee brings many years as a business and financial professional to assist existing and potential clients with comprehensive and holistic wealth and tax management.Being passionate about financial understanding and literacy, Dee attained her CFF designation through the National Association of Certified Financial Fiduciaries. As a CFF, Dee has a fiduciary duty to deliver unbiased advice and continuously serve the client’s best interests.
As a people and numbers lover, she delights in organizing, analyzing and helping people achieve a financial roadmap for their health and security throughout all stages of life with a values-based outlook. As President of the Irvine Chapter of the American Financial Education Alliance, AFEA, you can look for her teaching classes at community colleges and libraries in Orange County of Southern California.AFEA is a non-profit organization dedicated to empowering Americans by teaching financial literacy.
Professional Designations:
·FINRA licenses 6 & 63
·Resident Insurance Producer for the State of California
·Enrolled Agent (a federally-licensed tax practitioner)
·Notary Public
·Licensed with the State of California Department of Real Estate
When not working, you might see Dee on her bike in the canyons and roadways of South Orange County or at an Angels game at the Anaheim Stadium.
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 Wehelplower 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
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:
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