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 […]

291) BEI Annual Conference – Mark Flenniken and Circle Insurance

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

Mark Flenniken and Circle Insurance Mark: “Circle Insurance is a firm that we formed by entrepreneurs, for entrepreneurs primarily. We do all services for business owners from property and casualty, life insurance, benefits and then also securities, and the core of all the conversations is based around exit planning and what exit planning may mean […]

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 […]

271) About Andy Faught and Capital Financial Group, LLC

Andy Faught appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andy Faught and Capital Financial Group, LLC Andy Faught: “Okay, so I’ve been with Capital Financial Group for about eight years now. I joined there– I actually run our financial planning department is one of my roles there, and then work with our advisors specifically they’re working with closely held businesses in some phase of […]

256) About Matthew “Matt” Jones and Legacy Capital Group

Matthew “Matt” Jones and Legacy Capital Group Matt: Okay. Well, my background started I was Arkansas born and raised. I went to undergraduate at the University of Arkansas. I got a finance degree and then decided that I wanted to be a lawyer, ended up going to law school back in the early ’90s. Decided towards […]

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 […]

199) About Kirk Francis and Cross Financial Services

Kirk Francis appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kirk Francis and Cross Financial Services Kirk Francis and Cross Financial Services Cross Financial Services has a clear mission to make a difference in people’s lives. Their expertise and their services are especially useful to business and family business owners. In addition to the Personal Financial Planning and Investment Management they also offer Business and […]

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 […]