303) BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Timothy Dougherty appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Timothy Dougherty and Windsor Financial Group Timothy Dougherty: “The firm is Windsor Financial Group. I’ve been with the firm for 29 years, straight out from college and I knew pretty early on what I was called to do is to help people make smart choices with their money. And I got into the business side of […]

297) BEI Annual Conference – Robert Spivey and Wealth Strategies For Life, LLC

Robert Spivey appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Robert Spivey and Wealth Strategies For Life, LLC Robby: “Yes, I can do that. Wealth Strategies for Life is a new endeavor for me. I’m trying to focus now in what I’m passionate about the last part of my career and which will be working with business owners, entrepreneurs, a lot of executives and helping […]

288) BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Josh Patrick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Josh Patrick and Stage 2 Planning Partners Josh: “I currently have two careers. My first 20 years, I was a second generation in the family business. I had the good fortune of being sent off to close down an operation. I ended up buying it from my father. Over the next 20 years, we grew […]

283) BEI Annual Conference – Chris Rich and Goldenhawk Professional Associates

Chris Rich appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Chris Rich and Goldenhawk Professional Associates Chris Rich: “Well, we’ve been in business 25 years, we work with business owners. Really what we do is we show them how to receive maximum value for their life’s work.” Norman A. Hood: “I know you get a lot of customers, I know obviously because you’ve been doing […]

224) About Michael Beduze and Da Vinci Global Consulting, LLC

Michael Beduze appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Michael Beduze and Da Vinci Global Consulting, LLC “I have six professional designations, among them Certified Financial Planner and Chartered Financial Consultant and a Chartered Pension Advisor. I started with Northwestern Mutual in the 70s and quickly developed my own fee-only financial planning firm in the 1980s, then became a pension consultant and had my […]

205) About Don Ames and A&D Advisors, LLC

Don Ames appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Don Ames and A&D Advisors, LLC Don: “Well I have been really blessed. I found this business early. I found the life insurance business in 1970, when I was 22 years old. Obviously at 22 years of age you don’t really realize this is going to be a career, but it did become a career. […]

148) About T Ray Phillips And The Family Business Legacy Co LLC

T. Ray Phillips appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

T Ray Phillips And The Family Business Legacy Co LLC T Ray Phillips And The Family Business Legacy Co LLC are a firm dedicated to helping families in business navigate their ownership legacy journey so that they may exit confidently. More About T Ray Phillips And The Family Business Legacy Co LLC Please click here […]