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. […]
Bob King
Bob King Retirement Income Specialist Book a Call About Me I am a Decumulation Expert, with three specific skillsets: I help people retire with Purpose, Meaning, Significance & Joy! I Lock-In my client’s lifestyle for their Entire Retirement. I help people rescue their retirement from RMDs and Taxes. Contact Details: 469-949-3778 REKingJr12@gmail.com Texas Licensed Advisor […]
Thomas Scheurer
Thomas Scheurer Retirement Income Specialist Book a Call About Me My name is Tom Scheurer. I specialize in helping my clients financially prepare for retirement, often through the strategic use of Roth conversions. Contact Details: 770-525-0594 tom.scheurer@redwoodtax.net Georgia Licensed Advisor For: Areas of Service: Alabama Arizona Colorado Florida Georgia Maryland Michigan North Carolina Ohio Pennsylvania […]
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 […]
Brandon Robinson
Brandon Robinson Retirement Income Specialist Book a Call About Me As President and Founder of JBR Associates, LLC, Brandon utilizes the strategies that Nobel Prize winning economists, financial PhDs, and presidential advisors use to protect their family savings from market losses and to increase their retirement income. Driven by these principles, Brandon joined with expert […]
Abi Prakash
Abi Prakash Retirement Income Specialist Book a Call About Me Abi Prakash is a Certified Financial Fiduciary® with 10+ years of experience helping employees/retirees protect and grow using tax-efficient, principal-protected strategies. He specializes in guaranteed retirement income, tax-free legacy planning, and asset protection, serving federal employees/retirees and top-executives. Abi holds a Master’s Degree in IT […]
Marcus Washington
Marcus Washington Retirement Income Specialist Book a Call About Me I’m Marcus, and I’m thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor’s of Science, and for several years, I’ve been deeply involved in the Financial Service Industry. Specifically, my focus […]
Ryan Morelli
Ryan Morelli Retirement Income Specialist Book a Call About Me Ryan Morelli is a Registered Investment Advisor with over 30 years of experience helping clients navigate all aspects of their financial lives. He specializes in developing comprehensive tax-saving strategies that integrate seamlessly with investment, retirement, and estate planning. As a true one-stop shop, Ryan provides […]
David Smart
David Smart Retirement Income Specialist Book a Call About Me David Smart is the passionate CEO and Broker of Smart Benefit Group LLC, focusing on a holistic approach to retirement planning. With 30 years of experience, his dedicated team addresses the diverse needs of retirees and those preparing for retirement. Guided by the principles of […]
Scott Ward
Scott Ward Retirement Income Specialist Book a Call About Me Retirement Income Planner and Proud Partner with JBP Group since 2020, addressing retirement education gaps with client-first strategies. Previously at Saybrus Partners (2015-2022), specialized in tax-optimized wealth transfer and succession planning for high-net-worth clients. Earlier, built Securian Financial’s Oregon/SW Washington agency (2000-2015), mentoring advisors in […]