Planning for your future in a way that maximizes investments and finances.
Financial Planning & RETIREMENT DISTRIBUTION
A comprehensive overview of an individual’s long-term financial goals, with a detailed savings and investment strategy designed to support both everyday living and future security. The approach prioritizes smart withdrawal strategies to reduce taxes and maximize long-term value.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Investment Planning
Process of matching financial goals and objectives with financial resources.
Benjamin Fox
Scarecrow Trading Inc.
Ben provides operations, analytic and product consulting for Scarecrow Trading and other selected PFRG companies. Ben is responsible for publishing product updates that produce value added information for customers and prospective customers.
Derek Strong
Hemingway Wealth Management
Derek Strong is a CFP® Professional and a Certified Investment Management Analyst (CIMA®). His specialty is financial planning and investment management for small business owners. Think of Derek as a personal CFO and investment manager for yourself and your family.
Derek Strong is an Investment Advisor Representative offer in Securities and Advisory Services through United Planners Financial Services, member: FINRA, SIPC. Hemingway Wealth Management and United Planners are independent companies.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
FRACTIONAL CFO
Description
Debbie Stewart
Finance Fueling Growth
With 20+ years of finance experience at ConAgra, Cargill, HydraFlex, and Pearson’s Candy, Debbie Stewart helps founder-owned businesses professionalize their financial operations. At Finance Fueling Growth, she focuses on eliminating cash-flow bottlenecks, improving profitability, and building trust in financial reporting so owners can stay focused on their products and their people.
Alternative investments
investments that are not subject to market risk, interest rate changes, or economic and political turmoil. Investments can include gold, silver, real estate lending opportunities, oil and gas lending or investing opportunities.
Dennis Beck CLU, ChFC
Professional Resources Network LLC
Dennis focuses on helping individuals and businesses reduce taxes, protect assets, increase income and net worth. His specialty is advanced knowledge of how people can utilize the tax efficient and tax-free benefits of life insurance.