The most critical stretch of your investment lifetime is retirement
You can’t save and invest for your non-working years the same way you did when you were 25. That’s why, when you want to begin planning for this phase of your life, you turn to the experts.
America’s Retirement Experts provide the skills and experience to design the correct strategies for you to get the most from your later years.
KARLAN TUCKER*, COLORADO It has been Karlan Tucker’s privilege to serve more than 5,000 retirees over the past 31 years. Many were not financially positioned for a retirement of 30-plus years, but he helped them design plans that secured their income. Karlan is co-author with Brian Tracy of Tracy’s new book, “Success in the New Economy.” He is the Founder and CEO of five firms in the Tucker Financial Group with more than $3 billion in assets under advisement.
DARREN PETTY*, COLORADO Darren’s mission is helping clients retire happy and do the things they enjoy as soon as possible. He specializes in orchestrating retirement plans that give clients sustainable income, steady growth and smart tax planning, so that they worry less about money. Darren has earned the designation of Retirement Income Certified Professional (RICP ®) and is an Investment Advisor Representative with Tucker Asset Management.
ANTOINE DUCROS, COLORADO Antoine DuCros is a Certified Financial Fiduciary and has been working in the financial services industry since 1978. With 40 years of experience in the industry, Antoine specializes in guiding seniors and others on the financial tools available to them and how to prepare for their retirement.
JOHN O'CONNOR, ILLINOIS John O’Connor has been assisting seniors, business professionals and self-employed people for over 25 years to protect their assets and invest wisely. John has also trained numerous colleagues on insurance products and retirement investing throughout Illinois.
LARRY GOLDSTEIN, FLORIDA Larry Goldstein has been privileged to work with over 1,000 individuals and families throughout South Florida over the past 10-plus years. Many were close to retirement age but their portfolios were not ready for a retirement that could last 25 to 30 years. He has worked diligently to protect their assets. Larry’s focus is on Social Security maximization and retirement income planning. He is a registered investment advisor.
Investment advisory services provided through Meridian Insurance Solutions LLC dba Meridian Retirement Solutions.
ANDREW ELISON*, IDAHO Andrew Elison was born and raised in eastern Idaho, just outside of the Blackfoot area. He has been married for 35 years, has six children and, at this time, eight grandchildren. For the past 28 years, he has been helping people reach their financial dreams and desires. Andrew believes there are great tools and opportunities out there to help people to still reach their dreams.
PAUL IVANOFF, CALIFORNIA “I’ve been privileged to visit with more than 5,000 families in over 37 years,” said Paul Ivanoff. “Many were ready for retirement, but their portfolios were not ready to provide income for a retirement that could last up to 30 years. I worked to help them bridge this gap. I find gratification in having helped protect over 2,000 clients from the nursing home, government taxation, market volatility and low bank yields.”
TRAVIS IVANOFF*, CALIFORNIA Travis grew up in the retirement planning business, following Paul Ivanoff’s footsteps and studying his father’s best practices. He holds a Series 65 license and has been in the insurance industry for 12 years. He has helped hundreds of clients reach a secure retirement, as well as provide a legacy for future generations. Travis obtained his Bachelor’s from the University of Cal State Fullerton in 2012.
BILLIE MILES, CALIFORNIA Billie Miles is a Partner and Co-Founder of an asset and retirement protection company. For over 20 years, Billie has been a leader in the financial industry as a producer, mentor and trainer. Billie also hosts a financial show every Saturday at 11 a.m. on a Southern California radio station. He specializes in analyzing market risk, strategic planning and custom-designed income solutions.
VIVIEN ADAO, CALIFORNIA As a financial professional since 2002, Vivien has extensive knowledge of the products available, as well as the expertise on how to use them to provide maximum benefit and protection to the clients she serves. She is an Infinite Banking Concept Authorized Practitioner and a Retirement Income Planning Specialist.
TOM SAVINO*, CALIFORNIA Thomas W. Savino, MBA, is an Investment Advisor Representative and President of a full-service wealth management firm. Thomas looks at each client’s total financial picture, evaluates current risk and proposes a roadmap to direct them throughout their retirement years, while managing risks and providing income for their later years.
DEIRDRE HAFEN*, WASHINGTON For over 20 years, Dee Dee Hafen has leveraged her considerable experience in personal retirement and wealth asset planning to guide thousands of clients through changing markets and economic challenges. She holds securities, life insurance and long term health care insurance licenses. Married with four children, Dee Dee is active in her church and the Walla Walla community.
MICHAEL KELLY, WASHINGTON Michael P. Kelly is a financial services consultant. For over 25 years, he has served clients who need safe wealth management, asset preservation, lifetime income and estate preservation. Michael holds CLU–Emeritus and ChFC–Emeritus designations from The American College. He has earned numerous awards for protecting clients from financial loss and is a frequent guest speaker at national seminars.
DAVE LOSKILL, ARIZONA Dave Loskill has owned and operated several successful businesses and, with help from his wife GayLynn, has built his practice into what is now a nationally ranked advisory firm. He is recognized as a subject-matter expert on Social Security benefits planning, and has assisted hundreds of families with their retirement income planning goals. He also assists other advisors around the country in improving their practices.
ANTHONY GARRY, MASSACHUSETTS Anthony Garry has been helping families retire in Greater Boston for over 17 years. His firm is a boutique, family-run business that offers individual attention to clients. “I really try to get to know each individual and family so that I fully grasp their circumstances before I customize a plan for them,” says Anthony. “I love what I do because I love working with people.”
JEFF LEONARD*, NEVADA A Fiduciary who has been serving clients for over 16 years, Jeff provides independent, fee-based asset management and insurance concepts. His access to a universe of investment options puts him at the forefront of the retirement planning space. Jeff is a qualified Lifetime Member of the prestigious Million Dollar Round Table, recognized as the standard of excellence in the financial services industry.
JIM ELLISON, MISSOURI Jim Ellison works with retirees from corporate, educational and government sectors to set up income planning and minimize financial risks. His 32-year career is focused on helping retirees take the guesswork out of income and security in retirement. Jim believes those who create a formal plan can live the lifestyle they dreamed about in their pre- and post-retirement years.
KENNETH W. CHRISTIAN, PENNSYLVANIA Kenneth W. Christian is a LaSalle University graduate and retired Philadelphia firefighter. He has worked as a retirement specialist for over 19 years, specializing in retirement planning, life insurance, long term care and wealth preservation. He is a certified National Social Security Advisor and appeared in Philadelphia Magazine as a Five Star Wealth Manager.
MARK CHIODA*, NEW JERSEY Mark Chioda is an independent financial analyst and consultant, specializing in growth and safe accumulation of assets, as well as retirement, income and estate planning. For over 22 years, he has assisted clients in attaining and maintaining their lifelong goals and retirement objectives, using proven asset allocation and income strategies.
PEGGY FISHER, NEW JERSEY With more than 29 years of experience, Peggy A. Fisher has worked with numerous industry corporations, focusing on risk management. She is an entrepreneur, a financial author, a co-host of a financial podcast and a graduate of Rutgers University. Peggy’s income plans focus on minimizing risk and tax efficiency.
VERN HARGRAVE*, TEXAS “My expertise,” Vernon says, “is helping clients answer two important retirement questions. First, what do you NEED your money to do? Second, what do you WANT your money to do? We then design a pathway to achieve the results you desire for a secure financial future.” Vernon’s deep knowledge of financial issues comes from his 36 years of guiding people through the ups and downs of the economy toward the retirement they envision.
ANDREW PERRI, MICHIGAN Michael P. Kelly is a financial services consultant. For over 25 years, he has served clients who need safe wealth management, asset preservation, lifetime income and estate preservation. Michael holds CLU–Emeritus and ChFC–Emeritus designations from The American College. He has earned numerous awards for protecting clients from financial loss and is a frequent guest speaker at national seminars.
Investment advisory services provided through Pinnacle Wealth Management Partners Inc. Pinnacle Wealth Management Partners Inc. is a State of Michigan registered investment advisor.
Not endorsed by or affiliated with any governmental entity. Guarantees are based on the claims-paying ability of the issuing insurance company. Agents are licensed for the products they sell. *Investment advisory services provided through Tucker Asset Management LLC, a registered investment adviser.