We specialize in Risk Mitigation, Investment and Asset Protection. We are hypersensitive to losses with your future in mind. We help you build a firm financial foundation, guaranteed lifetime income as well as show you tax-exempt solutions America’s Elite savers love. Six areas of focus: Increasing Cash Flow, Debt Management, Emergency Fund, Proper Protection, Build Wealth and Preserve Wealth.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.
Tom Schenck brings a dynamic approach to his clients. He is a 3rd generation educator with a Masters in Educational Philosophy from Dartmouth and 25 years of successful experience. He is known for his ability to have taken schools that were underachieving to surpass all targeted goals.
At one institution he started in July needing 98 students…he enrolled 103 students by September 15 … making up a four million dollar deficit in less than three months. He has consistently demonstrated the unique ability to quickly assess a situation, create a tactical plan, and rally stakeholders to exceed expectations.
USA Golf Masters is a San Diego based company that was established in 2004 by Mr. Benjamin Jones who has been an avid golfer for over 50 years and has played in hundreds of golf tournaments throughout the Southern California region. Mr. Jones has used his extensive background in the sport combined with his entrepreneurial skills to help numerous foundations develop profitable golf tournament events by applying a few key principles. Along the way he noticed a lot of people had a problem with their putting due to a condition called “yips”.
The term yips is said to have been popularized by golf champions Tommy Armour and Sam Snead to explain the difficulties that led them to abandon tournament play. In describing the yips, golfers have used terms such as twitches, staggers, jitters and jerks. They are involuntary wrist spasms that occur most commonly when golfers are trying to putt, but can also affect people who play other sports. Mr. Jones spent years methodically developing a solution to this problem, which is how the Masters Putter came into existence. This revolutionary club design can help anyone gain an advantage on the putting green, whether they suffer from yips or not.
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