After serving for 27 years as a Certified Financial Planner in Atlanta GA, I decided to retire to the mountains of western NC in 2015.
However, after spending 5 years there I had a desire to become more productive, which is also when I learned about the most exciting retirement savings & protection program, voluntary benefit, or employer sponsored executive benefit plan I'd ever seen. Therefore, I decided to un-retire. The reasons:
(1) To provide high-income earners an independent, supplementary, and tax-efficient way to save for retirement because they are concerned they won't be able to maintain their standard of living throughout retirement due to a lack of savings. (Research verifies this concern to be valid)
(2) To assist business owners in the recruitment and retention of key executive/professional talent, either as a voluntary benefit for those who are specifically invited to participate, or, as an executive benefit with employer contributions.
CWM provides solutions for both of these challenges. In many cases, it has been used as an excellent alternative to a Sec. 162 Executive Bonus Plan. (see Savings/Protection & Exec. Benefit on the menu tab)
The business owners I have met care about those who have helped them build their businesses, therefore, they have a desire for them to have a financially successful and financially stress-free retirement, including themselves. We are confident our bank-funded 5-pay retirement plan using leverage can help you achieve these objectives.
"This program can change your life!" It is the best retirement savings & protection program on the market today, bar none, which can also be offered as a voluntary benefit or as an employer sponsored executive benefit plan.
People Don’t Plan too Fail . . . They Just Fail to Plan!
As a graduate of Florida State University and a former Army military officer, I began my career as a Certified Financial Planner in 1988. After living in the Atlanta area for over 30 years, and then western NC, my wife and I recently moved to Fairfield Glade, TN to continue my work and also to enjoy some of the activities we really enjoy. (pickleball, golf, basketball, tennis, boating, game nights, etc.)
I am actively involved in our local church and choir, Central Baptist of Crossville. I also enjoy singing jazz and southern gospel music, and participating in the Senior Olympics in singles pickleball and several swimming events.
Our three girls as seen below all live in Charleston, SC. My priorities in life are my relationship with and obedience to my Lord and Savior Jesus Christ and my desire to serve Him as best I can, and my love for my wonderful wife Trish, and my children and their family's who fill me with immense pride and joy.