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 […]

230) About Erin Botsford and Botsford Financial Group

Erin Botsford appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Erin Botsford and Botsford Financial Group Erin: “Okay, that’s easy. Well, I’ve been in this business, I’ve been a Financial Planner for 26 years, start off as a stock broker and then I went independent in 1995 when I figured out that probably the world that I was in was not as interested in taking care […]

213) About Tom Posey and Posey Capital Management Inc.

Tom Posey appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tom Posey and Posey Capital Management Inc. Tom: “Sure. I’m a certified financial planner. I’m also a lawyer and an accountant and I spend a long time doing merchants and acquisitions, law, as well as being CFO of a company. I’m kind of an unusual background for a wealth advisor… (continues) We’re a comprehensive shop […]

179) About Michael Lissner and Acropolis Investment Management

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

Michael Lissner and Acropolis Investment Management Michael Lissner and Acropolis Investment Management provides objective, honest advice above all else. With integrity, fiduciary responsibilities and full transparency, they present a collaborative, personalized approach to investment management. More About Michael Lissner and Acropolis Investment Management For more information about Michael Lissner and Acropolis Investment Management please click here […]

171) About Cliff Reynolds and Acropolis Investment Management

Cliff Reynolds appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Cliff Reynolds and Acropolis Investment Management Cliff Reynolds and Acropolis Investment Management provides objective, honest advice above all else. With integrity, fiduciary responsibilities and full transparency, they present a collaborative, personalized approach to investment management. More About Cliff Reynolds and Acropolis Investment Management For more information about Cliff Reynolds and Acropolis Investment Management, please click here […]

158) About Mark Tepper and Strategic Wealth Partners

Mark Tepper appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mark Tepper and Strategic Wealth Partners Mark Tepper and Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. More About Chris Wagner and Strategic Wealth Partners For more information about Mark Tepper and Strategic Wealth Partners, please click here to visit Marks’s profile page and see all his Exit Plan Show episodes. Location Sponsor […]

157) About Keven P. Prather and Skylight Financial Group

Keven P. Prather appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Keven P. Prather and Skylight Financial Group Keven P. Prather and Skylight Financial Group provides comprehensive and integrated financial planning services that focus on what matters to individuals, their family or their business. Disclosure: Keven P. Prather is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 2012 […]