Jacob Saperstein
Jacob Saperstein Retirement Income Specialist Book a Call About Me As the owner of LVLUP Insurance, Jacob Saperstein has built a reputation as one of the most accomplished retirement planning specialists in the industry, having personally helped thousands of clients protect their savings through customized annuity and tax-reduction strategies. He founded LVLUP Insurance on the […]
Jorge L. Tola
Jorge L. Tola Retirement Income Specialist Book a Call About Me Jorge grew up in New York City before moving to Miami, where he began his journey into the financial services field. Over 37 the years of experience, he has received numerous awards for his achievements and dedication to his clients, including top accolades in […]
Jesse Abshire
Jesse Abshire Retirement Income Specialist Book a Call About Me Jesse Abshire is the founder and CEO of Abshire Family Financial, a veteran owned firm specializing in Holistic planning. With over 15 years of experience in financial and estate planning with Bachelor in Finance, Master of Science and Medical Doctorate. Jesse a US Army veteran, […]
Richard Cohen
Richard Cohen Retirement Income Specialist Book a Call About Me Richard Cohen is a dedicated Decumulation Specialist with specialized expertise, in Guaranteed Life income and insurance solutions. Richard proudly serving clients throughout theUnited States. A college graduate with deep industry knowledge, Richard combines years of hands-on experience with a genuine, client-first philosophy to help individuals, […]
Marc Trost
Marc Trost Retirement Income Specialist Book a Call About Me Marc Trost, president of Marc Trost Financial, brings over 30 years of experience in the financial services industry. Starting his career in banking, Marc worked with industry leaders like New York Life and MassMutual, where he gained deep insights into financial planning. Recognizing that one-size-fits-all […]
Garrett Manning
Garrett Manning Retirement Income Specialist Book a Call About Me Garrett Manning helps individuals and couples approaching—or already enjoying—retirement turn uncertainty into clarity and confidence. Since 2018, he has guided clients through the decisions that matter most: creating dependable retirement income, protecting what they’ve built, and designing legacy strategies that reflect their values—not just the […]
Richard Wright
Richard Wright Retirement Income Specialist Book a Call About Me Rick Wright is a Financial Educator, Author, Speaker and Retirement Specialist, whom you may have seen on or in CBS, NBC, ABC, Fox network affiliates, Wall Street Journal’s Market Watch, Business Insider, Value Investing News, Pittsburgh Post-Gazette, Savannah Morning News, WTOC11 Morning Break and WTKS Bill Edwards Show, among […]
Dustin W. Kennedy
Dustin W. Kennedy Retirement Income Specialist Book a Call About Me Dustin W. Kennedy has spent more than 30 years in the financial services industry. He works with a dedicated team as a Financial Advisor, managing millions of dollars through a comprehensive financial planning and money-management practice, as well as an independent insurance arm. He […]
Shubert Cineus
Shubert Cineus Retirement Income Specialist Book a Call About Me Meet Shubert Cineus, Fiduciary Financial Advisor and Retirement Income Specialist Shubert Cineus is the Founder and CEO of Modern Edge Capital LLC, a boutique fiduciary firm that helps pre-retirees and retirees build tax-efficient, guaranteed income strategies designed to protect what they have worked hard for. […]
Rick Miller
Rick Miller Retirement Income Specialist Book a Call Share Files About Me As a graduate of Louisiana State University with a bachelors in computer science and a minor in finance, Rick Miller has spent most of his career in technology, finance, and financial planning. For the past 15 years, he has advised clients on retirement […]