Podcasts about financial consultants

Adam Torres interviews Robert Wolf President at Terra Firma Business & Financial Consultants, LLC in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest --- Support this podcast: https://anchor.fm/moneymatters/support

Everyone needs a strong team of advisors to help them with their financial life. Join Pat and his special guest, Robert Wolf, President of Terra Firma Business and Financial Consultants, as they discuss a comprehensive approach to financial assets and cash flow generation, all with an eye towards reducing taxes.You can reach Bob at rwolf@terrafirmaconsultantsllc.com

Did you know the Tax Laws are designed to benefit the business owner? Are you aware that insurance is used by the wealthy to create more? Our guest today will share the strategies that the Wealthy have known for years. Patrica Veney, CPA, Veney Financial Group Patricia worked at United States Fidelity &Guarantee (USF&G) for 10 years as a senior accountant, before becoming an entrepreneur. She has her Series 6 & 63 & a licensed health & life insurance agent. Douglas Eze, CEO of Largo Financial Services Douglas has more than 15 yrs experience. He started Largo Financial Services Inc. in 2000. Largo Financial currently has offices in Florida, Maryland and Virginia, with over 80 active Financial Consultants on his team. The company earned the ranking of “No. #1 Division” of American Classic Agency (their affiliate partner) with gross average annual life insurance sales of $6 million in 2009. Largo Financial is a proud sponsor of The Winner's Summit Conference and Expo. Bryan Green, Founder and Developer of TrakLogg Bryan has built a solid foundation as an entrepreneur. He has more than 20 yrs various industries from Real Estate to IT. Prior to becoming an business owner he held senior level management positions with companies like Pacific Bell and Worldcom. Bryan is also Sr. Vice President of Shock Theory Interactive, a web development company founded in 2000 has resulted in major success of the company. Traklogg is a proud sponsor of The Winner's Summit Conference and Expo.