Raj Sekhawat
Raj Sekhawat Retirement Income Specialist Book a Call About Me Wealth & Tax Strategist | Financial Optimization Advisor | Founder, Creative Strategic Solutions Rajendra Sekhawat is a seasoned Wealth and Tax Strategist based in Pennsylvania. He specializes in innovative Retirement planning, tax optimization, and long-term wealth development. His professional philosophy is grounded in the principles […]
Sherry Bivins
Sherry Bivins Retirement Income Specialist Book a Call About Me Sherry Bivins is passionate about advocating for individuals and families as they navigate some of the most important financial decisions of their lives. With more than 25 years of experience in the financial services industry, including a background in financial information systems, she is a […]
Sean Browning
Sean Browning Retirement Income Specialist Book a Call About Me After seeing his grandfather (WWII Vet, Retired School Teacher, & getting social security) run out of money and leave his family with (almost) nothing, Sean is passionate about providing information that can help others make informed retirement decisions. Since 2015, Sean has helped others retire […]
Scott Chilton
Scott Chilton Retirement Income Specialist Book a Call About Me Scott Chilton holds a PhD in Biochemistry from Harvard and a BS in Biology from MIT, and brings the same precision to retirement income planning that he once applied in the lab. Based in Massachusetts and independently licensed across multiple states, Scott specializes in helping […]
Shane Richards
Shane Richards Retirement Income Specialist Book a Call About Me I’m Shane Richards, an Advanced Markets and Annuity Specialist will 11 years of experience in the life insurance and financial services industry. I help individuals and families navigate retirement by simplifying complex financial concepts and exploring strategies designed to protect their savings, create reliable retirement […]
Sarah Fausett
Sarah Fausett Retirement Income Specialist Book a Call About Me Sarah Fausett is a Retirement Income Professional and founder of LifeFlow Group. Sarah believes retirement should be about enjoying the life you worked so hard to build—not worrying about what the stock market did today, whether your savings will last, or where your next paycheck […]
Robert Carfagno
Robert Carfagno Retirement Income Specialist Book a Call About Me Robert Carfagno is a 25-year veteran in the Financial Services Industry for his sales, marketing, and operations professionalism, and known for leadership, client service, and business growth.Robert Carfagno is a 25-year veteran in the Financial Services Industry for his sales, marketing, and operations professionalism, and […]
Reilly Funkhouser
Reilly Funkhouser Retirement Income Specialist Book a Call About Me As a husband, father of three, and former construction and real estate professional, Reilly is passionate about helping families build a more secure financial future. He enjoys working one-on-one with individuals to create retirement strategies that help them make the most of what they’ve worked […]
Peter Young
Peter Young Retirement Income Specialist Book a Call About Me Peter Young is an independent insurance broker specializing in Medicare Solutions and helping people with their retirement plans to maximize their savings plans. Partnering with top general agencies, we work with several insurance companies to provide our clients the right coverage, at the right price, […]
Paul Zimny
Paul Zimny Retirement Income Specialist Book a Call About Me Paul is a Certified Public Accountant and MBA graduate, and has been a licensed consultant in the financial services industry for over 13 years. He specializes in personalized, tax-free retirement planning with strategies that both eliminate risk and position the client to grow their money. […]