Self-Employment Health Insurance Camillus NY

Title: Agent
Company: CPS Financial Services

Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006

Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Ins

Title: Vice President-Investments & Wealth Management

University Of Arizona
Bachelor Of Science In Business Administration
Majors: Finance & Management

Years Experience: 10

Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial

Title: Financial Advisor
Company: Linden Capital Corp.

Investment Advisor Rep: Yes

Years Experience: 14

Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only

Title: President
Company: Martone Capital Management, Inc

Registered Investor: Yes

Pace College/BBA
American College/ChFC
American College/CLU

Years Experience: 37

Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,

Title: Financial Advisor
Company: AXA Advisor

Investment Advisor Rep: Yes
Registered Investor: Yes

Rutgers State univ. Of NJ, Web technology & systems Engineering, 2002
Symbiosis IMS, MBA, 1997
Univ. Of Sagar, BS Pharm Scs., 1992

Years Experience: 10

Disability Insurance,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning En

Title: Chartered Financial Consultant
Company: Fattail Financial Advisory Group Inc.

Investment Advisor Rep: Yes

Northeastern University, Boston, MA, BA in History
The American University, Washington, D.C., MA in International Affairs

Years Experience: 118

Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,CD Alternative,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-

Title: President
Company: Planning Financial Futures, Inc.

Investment Advisor Rep: Yes

SUNY Binghamton / Economics
College Of Financial Planning / CFP

Years Experience: 20

High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insura

Title: Division leader
Company: Primerica

401k Rollover From Employer,CD Alternative,Annuities,Retirement Income Distribution Planning,Mortgage Refinancing,Income for Life/ Preserve Principal,Life Insurance,Insurance & Risk Management Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Retirement Planning,Retirement Income Accumulation Planning

Company: Capital Financial Planning

Investment Advisor Rep: Yes

High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Id

Title: RIA, CSA
Company: Conrad Capital Management

Investment Advisor Rep: Yes
Registered Investor: Yes

Nassau County Community College
Suffolk County Community College
The Collective School of Music

Years Experience: 29

Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealt