5 Things That Set Our Income Specialists Apart

Have you ever met anyone who’s both an orthopedic surgeon and a chiropractor? Probably not; they’re either one or the other. It’s the same in the financial services industry; advisors typically specialize in either the stock market or the bond market, but seldom both.

Since many financial advisors first got into the business during the 1980’s and 90’s, during what was the best stock market in U.S. history, their so-called area of “expertise” became the stock market, not the bond market.

Frankly, if they do fixed income, it’s usually an afterthought and most will simply use bond mutual funds. The problem is, bond mutual funds carry risks and tax implications that can be greatly reduced by investing in an actively-managed portfolio of individual bonds, or other fixed income securities.

At the Retirement Income Store, we don’t take shortcuts. Our team of Income Specialists possess the specialized training and knowledge required to avoid costly mistakes and create customized portfolios of actively managed individual fixed-income securities on behalf of our clients.

To speak with an Income Specialist in your state fill out the form below.

The Retirement Income Store® National Network of Income Specialists

2020-08-24T19:50:56+00:00

Albert J. Flores
President
Retirement X Design, Inc.
San Ramon, California

2020-07-23T16:34:39+00:00

Andrew Agemy
President
Agemy Financial Strategies, Inc.
Guilford, Connecticut

2020-07-28T15:50:52+00:00

Anthony Saccaro
President
Providence Financial & Insurance Services
Woodland Hills, California

2020-08-24T19:52:25+00:00

Brad Williams
President
Brad Williams Financial Services
Huntsville, Alabama

2020-08-24T19:54:22+00:00

David McAdams
President
McAdams Group, LLC
Cordova, Tennessee

2020-08-24T19:55:21+00:00

David Stearns
President
Stearns Retirement Group
Watkinsville, Georgia

2020-08-24T19:56:20+00:00

David Wright
President
Wright Financial Group, LLC
Toledo, Ohio

2020-08-24T19:59:25+00:00

Dee Carter
President
Carter Financial
Midland, Texas

2020-10-22T21:01:52+00:00

Drew Pelton
President & Founder
Drew Pelton Investment Services
Baton Rouge, Louisiana

2020-07-28T15:55:44+00:00

James Lineweaver
President
Lineweaver Financial Group
Valley View, Ohio

2020-08-24T20:02:24+00:00

Jason Carrier
Investment Advisor Representative
Scranton Financial Group
Westbrook, Connecticut

2020-07-23T15:44:00+00:00

Jeanne Tatoian
President
Tatoian Wealth Management
Windsor, Connecticut

2020-08-24T20:05:13+00:00

Jeffrey Small
President
Arbor Financial Services, Inc.
Melbourne, Florida

2020-07-27T20:23:11+00:00

JoAnn Regan
President
Financial Security Group
Glendale, Arizona

2020-08-24T20:19:49+00:00

John McCartin
President
McCartin Financial
San Diego, California

2020-07-28T15:44:41+00:00

Lindsey Cotter & Nathan Cox
Co-Founders
Retirement Income Solutions, LLC
Murfreesboro, Tennessee

2020-10-07T18:23:42+00:00

Matthew Johnson
President
Johnson Wealth and Income Management, LLC
Humboldt, Iowa

2020-07-27T20:36:32+00:00

Michael Burleigh
President
Peak Capital Management
Stuart, Florida

2020-07-23T15:16:24+00:00

Michael Eastham
President
Fellowship Financial Group
Maitland, Florida

2020-08-24T20:23:41+00:00

Michael Stewart
President, Crystal Lake Tax & Financial
Crystal Lake, Illinois

2020-08-24T20:24:38+00:00

Patrick Peason
President
Peason Financial Group
Staunton, Virginia

2020-08-24T20:28:26+00:00

Randy Dorcey
President
Dorcey Financial, LLC
Fort Myers, Florida

2020-10-05T18:00:01+00:00

Sam McElroy & Tad Cook
Partners Stride & Stride Investments
Chicago, Illinois

2020-08-24T20:29:57+00:00

Steve Archer
President
Strategic Senior Benefits Group
Coconut Creek, Florida

2020-08-24T20:43:34+00:00

Tim Sparks
Financial Advisor
Sparks Financial Group
Lexington, KY

2020-07-28T15:48:12+00:00

Wesley Wood
President
Wood Financial Group, LLC
Hendersonville, Tennessee

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