Eric Fritzke and The Trinity Team at Keller Williams Preferred Realty, Announces the New Trinity Team Investment Advisory Division and Investment Club

The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. With investor-specific goals at the forefront, they provide the expertise to ease the process of acquiring, managing, and building wealth using commercial real estate up to $5M in value. They help their clients build wealth and their bottom line using wise financial fundamentals. Eric Fritzke said, “We are excited to announce the launch of our new Investment Advisory Division and Investment Club.  We like to think of our clients,…

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Deirdre Van Nest, Creator of the Crazy Good Talks® Blueprint, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Message

Deirdre Van Nest discusses her approach to helping financial professionals articulate their service offerings by making sure people “feel” their message. Listen to the interview on the Business Innovators Radio Networkhttps://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals/  To thrive in today’s marketplace, Financial Advisors must learn how to capture attention and connect emotionally whenever and wherever they express themselves. Van Nest commented that “As a financial professional or thought leader, you have big goals and are on a mission to make people’s lives better. Most professionals are taught to communicate their ideas technically and academically, and they…

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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not give tax, legal or investment advice, but there are critical decisions that should be made related to establishing your estate and financial plans according to your wishes, goals and objectives utilizing estate attorneys, accountants, financial…

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Rick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Using an Annuity to Grow a Lump Sum Cash Distribution

Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that all guarantees are backed by the continued claims-paying ability of the issuing insurance company Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution/…

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Brandon Galici, CFP®, Founder of Galici Financial, Interviewed on Influential Entrepreneurs Podcast.

Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes. Galici explained that “I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most:…

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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast -Should an Annuity be Part of a Retirement Portfolio?

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a commodity product that is a contract between the insured and the insurance carrier that provides safe, tax-deferred growth of a retirement nest egg. Annuities are designed to compete with bank certificates of deposit.  Fixed annuities…

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Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and Incentives

Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit and tax planning strategies such as cost segregation. Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.     Crabtree commented,…

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