Top 20 Community Contributors

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Who are the experts that are here to help you?

Certified & Licensed CFP's, CPA's, CFA's and Insurance Agents
* Active Members of Accredited Associations
* Average 15 years of Experience
* Experts in Specialized fields as well as Multiple Industries
* Unbiased and Work Independently to Help you.

Michael Ubben
Michael's passion is to assist clients in making wise investment decisions with their money. Seeing his clients succeed is his definition of success. With a strong financial background he is able to think outside the box when designing legacies for his clients. Michael has an MBA degree, is Series 7 registered, and life and health li...


Delia Foley
Delia's focus is on wealth security through the acquistion of quality life insurance. Using a clear and simple approach, Delia establishes an essential overview of a client's needs and goals, as well as his or her health condition. From there she will recommend the most suitable and the most competitive of the top twenty-five insu...


Calvin Goetz
Calvin Goetz is a Partner at Strategy Financial Group. During his tenure, he has successfully worked with hundreds of clients on the creation of their estate and financial plans. Calvin has extensive knowledge in issues facing retirees today, including asset protection planning, succession planning, and taxation. He is also well vers...


Beau Wolinsky
K.C. Capital Management, Inc. is now an RIA Firm and the S-Corp name of the RIA Rep Beau Wolinsky. Through various partnerships, I offer a way to manage a portfolio of any account size, and have leveraged my portfolio management knowledge with the commission free trading now offered at Fidelity Investments through Barclay's ETF's. ...


John Carlile
Retirement planning, Life Insurance, Mortgage Life Insurance,Health Insurance Annuities IRA'S - Traditional, Roth and SEP...


Steven Sarff
If you don’t care what you buy, buying a life insurance policy or an annuity is the easiest thing in the world. You just open the yellow pages, find the first one listed and make a phone call. I guarantee you that agent will sell you some policy.

However, you don’t want just any policy; you want the best one for...


John Crowley
With 17 years of experience as a Philadelphia-based Insurance speacialist, Sean J Crowley MBA has developed a well-recognized practice focused on helping retirees and pre-retirees preserve their wealth, reduce their tax liabilities, increase their monthly income and protect their financial future, while avoiding some of the more comm...


Fredric Lowe CFP
Fredric J. Lowe is an insurance agent, financial advisor and Certified Financial Planner throughout Illinois concentrating from Lake, Cook, Dupage, Kane, Mchenry, Kendall, Grundy and Will counties. Although Fred works throughout the entire Chicago land region, his specific areas of expertise include Barrington, Northbrook, Buffalo Gr...


Carl Zimmerman
I specialize in helping retirees and pre-retirees age 50+ successfully achieve and protect their 21st century lifestyle and retirement goals. I cater primarily to couples as well as widowed and divorced women, who desire a higher degree of personalized service, and informative answers to their financial questions. They appreciate fin...


Wayne Sutton
If you're like most seniors nearing, or already enjoying retirement, you probably have concerns about your retirement finances, including: * Growing and preserving your money. * Generating an income that lasts as long as you do. * Transferring your assets to the next generation as effectively as possible. * Prot...


Advisor World
Advisor World has been the financial services industry for years. ...


Rod Schauer
Rod Schauer the president of Retire Safely with offices in Fargo and Valley City North Dakota has over 29 years of experience helping people secure a retirement that is free from financial risks by using guaranteed insurance contracts to help people have an income they can’t outlive. By structuring contracts to provide a tax effici...


David Ferraro CSFP
David Ferraro is President of Granite Financial Group, LLC. Since 2007 and President of Estate Planning with Dignity, since 2001. David is a CSFP, Chartered Senior Financial Planner, since Aug 2006, completing Over 400 hours in the following areas, Estate Planning, Gifting, Joint Ownership, Trusts, Long Term Care, Various types of An...


Sidney Arnold Blum
No Information Available...


Richard Mann
Richard Mann
Richard Mann has been a licensed and practicing insurance agent since 1997. He joined SFS in 2003. Prior to that, Richard was employed by a Fortune 500 Company for over 26 years. He has extensive experience in the areas of financial planning, budgets, income taxes and insurance. His goal is to assist client...


Adam Thomas
An Aggressive Alternative to Traditional Mortgage Financing Residential Debt Consolidation - Refinance - Purchase Access to over 50+ Lenders Products & Rates to Choose From Loan Amounts From $50,000 to $5 million* For: Owner Occupied, Single family, Condo's or 2 to 4 Units and Investment Properties 1st and 2nd Mort...


Donald Lueke
Don Lueke believes that the core values which guide his personal life, including family before fortune and values before valuables, are equally important in his work in financial planning and wealth management. For over 15 years, Don has focused on building client relationships that are centered on understanding the values that ar...


Paul Crawford
No Information Available...


Brad Cantrill
I help client families make healthy and informed decisions to accumulate, preserve, protect, or distribute wealth in a manner consistent with their own personal values and needs....


Scott Higgins
“Helping my clients achieve their financial goals in my passion. Every client has different needs, expectations, and desires. I help them attain those dreams with a combination of alternative and traditional methods that suit each and every individual.”

Investment Advisor Representative

During the past 9 years, th...