Category: Finance

Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management

The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. With investor-specific goals at the forefront, they provide the expertise to ease the process of acquiring, managing, and building wealth using commercial real estate up to $5M in value. They help their clients build wealth and their bottom line…

Deirdre Van Nest discusses her approach to helping financial professionals articulate their service offerings by making sure people “feel” their message. Listen to the interview on the Business Innovators Radio Networkhttps://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals/  To thrive in today’s marketplace, Financial Advisors must learn how to capture attention and connect emotionally whenever and wherever they express themselves. Van Nest commented that “As a financial professional…

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not give tax, legal or investment…

Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that…

Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes.…

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a commodity product that is a…

Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit and tax planning…

Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get…