I have been assisting people with their retirement planning for nine years.  In that time I have made education a priority.  The more education I have, the more I can help my clients.

As someone working in financial services, I have also had the opportunity to add a multitude of affiliate groups offerning numerous titles and designations.  Honestly, I have been reluctant to affiliate with any organization.  I also believe designations can be confusing, and at times misleading to the public. 

However, I have recently been accepted as a member of Ed Slott’s Elite IRA Advisors.  This one affiliation I am proud to promote!  I have had some extensive training Mr. Slott, who is a CPA.  He has a very popular show on Public Television, has authored several books on specialized tax planning, and trains advisers in these areas. 

The Wall Street Journal calls him “the best source for IRA advice” and Mutual Funds Magazine refers to him as “America’s IRA Expert.”  As a member of his Elite IRA Advisors Group, I have access to some of the best IRA and tax planning minds in the country!

Having that access is very important to my clients and to me.  After all, our tax code is roughly 16,845 pages long!  Do I have the code memorized?   No.  Can I get answers?  Yes!  Those answers will be extremely valuable for people who are in or approaching retirement.

What I have found very refreshing about training under Mr. Slott is the caliber of advisers he attracts.  Professionals that train under Mr. Slott have invested substantial time and money to learn prudent strategies to PLAN FOR their clients, rather than SELL TO them. 

If you would like to learn more, visit Ed Slott's web site at: www.irahelp.com

Member Of

Charles Hackett and Ed Slott