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Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner Interviewed on Influential Entrepreneurs Podcast About Social Security Claiming Options

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Bryan Daly discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits.

Listen to the interview on the Business Innovators Radio Network 

https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner-discussing-social-security-claiming-options/

Daly explained that ” I am so excited to bring this education to help people understand one of the most vital resources in retirement: their Social Security. At New Life Financial Alliance (NLFA),  your dreams matter. We believe your financial success is achievable no matter your current situation or economic status. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice. 

Our mission, to help build and protect wealth for people from all walks of life, so you don’t have to go it alone. Your NLFA associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter your goals, it’s essential to start taking control of your money now and allow it to begin working for you. Your better tomorrows can begin today.”

You can accumulate wealth and generate income in retirement. The goal of a financially secure and comfortable retirement is possible. By combining the proper social security claiming strategy, the judicial use of annuities within qualified plans, a partial Roth conversion tactic, a properly structured Indexed Universal Life Insurance policy, and other financial Instruments, a synergistic effect can be created that could minimize exposure to market risk, assure the continuation of tax-efficient income, significantly increase the after-tax amount received.

About  Bryan Daly

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.

Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client’s interests above all others.

Learn More: https://newlifefinancialalliance.com/  | https://www.linkedin.com/in/bryandaly | https://nlfadiscoverycall.com/

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Advisory Firm
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.   

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published on January 19, 2022


During the interview, LM “Stamp” Stamper discusses the extraordinary value proposition he provides women over 50 to help them properly plan for retirement.

Stamp says, ” We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of strategies and services, designed to help you address your financial needs and concerns.”

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women/

Stamp continued, ” Our firm specializes in helping individuals develop sound retirement strategies. Our goal is to help you take the mystery out of investing, insurance, estate conservation, and preserving wealth so you can focus on what matters most to you.”

They accomplish this by addressing financial needs, including:

  • Income planning so you don’t run out of money
  • Organization of your complete financial picture in one easy-to-find area
  • Addressing market volatility within your investments
  • Creating tax-conscience plans
  • Helping find ways to pay for life insurance, long-term care, and healthcare expenses
  • Establishing an advisor relationship for the surviving spouse
  • Providing solutions to efficiently pass down assets to heirs

With their personalized, hands-on service, their clients are guided toward building their ideal financial futures.

 


About
LM Stamper

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.

Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.

He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.

In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 25 years, and he says it never seems to get old.

Learn More: https://www.LMStamper.com/ 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. Evermore Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm/

Their Methodology – The Stewardship Paradigm™  The ethic to make, keep, and grow money and is based on time-tested and proven principles:

Principle #1 – Commit To Better Results…

Principle #2 – Increase Your Financial IQ

Principle #3 – Apply Principle-Based Behavior

Principle #4 – Control Your Financial Environment

Principle #5 – Make Money With Money

Principle #6 – Never Lose Money

Principle #7 – Earn Uninterrupted Compound Interest

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to plan and manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time helping 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company/

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time and to help 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

More than just accumulating wealth, he feels that the initial meeting is an opportunity to discover where there are holes in the financial bucket to fill. This will reduce expenses and reallocate funds to increase cash flow to create wealth. The abundant mindset is an essential aspect of understanding how to close the wealth gap–from where you are–and where you want to be; to thrive in an environment of wealth and create a legacy.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

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