Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® 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!
Ike is a Certified Financial Fiduciary and for over two decades has been helping individuals and businesses navigate the intricate world of finance and investments as an experienced Insurance Asset and Retirement Advisor. His proficiency in financial planning, tax management, and asset protection allows him to create tailor-made solutions that cater to the individual requirements of our clients.
His approach involves collaborating closely with families, individuals, and businesses to develop comprehensive financial strategies that align with their long-term goals and objectives. Whether it involves planning for retirement, preserving wealth, or estate planning, he offer personalized strategies that enable our clients to achieve financial security and peace of mind.
As a life insurance agent, he is also aware of the importance of safeguarding what matters most. He works with our clients to identify their insurance needs and suggest suitable policies that can help protect their loved ones and assets. Whether it's term life insurance or permanent life insurance, he provides a range of options that offer financial protection and peace of mind.
His dedication to excellence and client satisfaction has earned him a reputation as a reliable advisor and partner. He takes pride in delivering personalized service and building long-term relationships with our clients. Whether you are an individual or a business owner, he is available to assist you in achieving financial success and security. Schedule a consultation and learn more about how he can help you achieve your financial goals.
I’m glad you are here! and hope you find our educational information and retirement services helpful for your retirement.
My name is Matt O’Brien. For the last 25 years , I have been helping retirees and pre-retirees protect their portfolios and income streams. My goal is for my clients to retire with comfort, confidence and certainty, regardless of what the market is doing.
MY CAREER
I began my career in 1992 helping seniors with Medicare and LTC planning. I transferred into banking with a big regional commercial bank on the east coast. From there, I was recruited to develop and implement a Wealth Management program at a local community bank and became VP of Wealth Management. I held that position for 17 years earning top honors in several areas concerning investments and insurance. As a result, I subscribe to a conservative planning approach (defense wins championships) to income, wealth, and estate protection. If you’re an average investor, retirement’s once in a lifetime, why risk it? I am a CFF Certified Financial Fiduciary®. I believe being a fiduciary is imperative when working with my clients. I want my clients to know that I am obligated to ALWAYS put the needs of my client first by upholding to the highest moral, ethical and fiduciary standards. I am passionate and relentless about using my education, experience & strategies to protect your retirement.
Ed began his career in the financial services industry in 2001 after graduating from the University of Southern California. As a Market Risk Management Specialist, he educates his clients by providing them with easy-to-understand information that allows the client to put in perspective decisions that will have a significant impact on their retirement income. Ed's specialties include:
Tax-Free Roth Conversions
Tax Reduction Strategies
Retirement Planning
IRA & 401k Plans
In addition to his career, Ed serves in Christian Ministries by serving in projects that reach out to those that are seeking inspiration in a Higher Power.
Leon King has fought for the freedom of this country and he continues to fight for your financial freedom. As a United States Navy veteran who served in the “silent service” elite submarine force including combat zones during Operation Iraqi Freedom (OIF) and Operation Enduring Freedom (OEF), he knows what it takes to protect and preserve while hitting targets and strategizing the best possible outcome.
He has worked with and trained hundreds of financial professionals across the country along with maintaining hundreds of clients. His primary focus is informing and educating his clients on the proper protection of assets and how to harness the power of pure compound interest to make those assets grow, securely leverage to accelerate the growth, and maximize the efficiency of money in every decision throughout all the various stages of life. He is humbly mindful of the fact that “none of his clients have ever lost a penny” and he ensures they are in the best possible position to win. In everything he does, the core values of the Navy—honor, courage and commitment—are at the forefront and every move he makes is done with integrity in the best interest of the client.
His team at MODERN Financial Group provides services for every realm of the financial spectrum to include debt relief, financial education, retirement planning, life insurance and annuities, health insurance, disability income protection, tax strategy, estate planning, business succession planning, in addition to both early- and late-stage college planning.
Reach out to him today to begin your financial freedom journey so you can make more money, keep more money, and make your money work for you. Your future is bright when things are done right!
“We must plan and prepare for tomorrow while living and enjoying today.”
Yetti Esatu is a founder and CEO of Yetti Financial, LLC Agency. Yetti has over 30 years of experience in business and currently possesses financial services licenses in many states. Yetti is an advocate for teaching Financial Literacy in many states around the nation. Yetti Esatu was awarded by the state of Maryland Governor, Secretary of State, Prince George County Executive, Anne Aroundel County Executive for helping others How Money Works. Yetti Esatu is also the recipient of The Deborah C Offer Bulgin Foundation Award for Women of Virtue Walking in Excellence. She is also featured on local television and podcast radio, The Voice of American, ABC, CBS, NBC, Nasdaq, WSJ, Market Watch, Oprah and Entrepreneur Magazines.
As the Founder, President and CEO of Transition Advisor Group, a company including Transition Planning Associates, an insurance brokerage firm, June has insurance licenses in Maryland, North Carolina, South Carolina, Pennsylvania, Virginia, and Texas. She and her team have a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June and her team work with her clients to build, manage and protect their assets through their life's transitions. Her services include retirement income strategies Social Security maximization, final expenses, along with tax minimization strategies to help create prosperity through effective planning.
Jaden grew up in Northern Utah and through witnessing family and friends who often struggled financially, recognized at a young age the importance of consistent growth; continuous learning to best use the most important asset, yourself. From a young age he had a strong desire to better understand business and finance. He went on to own multiple rental properties in his early 20’s and started a successful company. He has since dedicated the last decade to furthering his financial education.
As Ayn Rand said, Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. Much of Jaden’s focus has been on helping others utilize their most important asset, themselves.
After attending Weber State University and the University of Utah, he furthered his education in two of his biggest passions, Real Estate and Financial Literacy.
An active cash flow Real Estate investor and Wealth Strategist, he personally employs and helps others implement financial freedom with the Perpetual Wealth Strategy, as well as other powerful financial strategies. Jaden used these same strategies to finance investment properties and extensive medical bills for his premature twins, and currently resides in Northern Utah.
Sina Azari, Certified Financial Fiduciary®, CSA, CLTC
Sina Azari is a Certified Financial Fiduciary with a track record of delivering exceptional financial guidance for more than 2 decades. Specializing in strategic financial planning including insurance and real estate, trust and estate conservatorship, he brings a deep understanding of these complex areas to provide clients with tailored solutions.
With a steadfast commitment to fiduciary duty, Sina prioritizes clients' best interests above all else. His expertise in navigating intricate financial landscapes empowers clients to make informed decisions and achieve their long-term financial goals.
Sina Azari, Certified Financial Fiduciary®, CSA, CLTC
Clint Huntrods is an experienced educator with a passion for helping people retire. With a PhD in Educational Policy and Leadership from the University of Iowa, Clint is passionate about empowering others through education. Clint has his life, health, and accident Iowa insurance licenses and his Series 65 securities license. As a retirement planner, Clint can help pre-retirees make all of the one-time decisions that come with retirement. His experience and relationship-building skills allow him to help ease your retirement worries and focus on living out your retirement vision.