Team

John Clark, CLTC, CMIP

Financial Advisor

(561) 818 2506

(772) 673-3344

jclark@retirementworkshop2020.com

John has been working with his valued clients serving their financial needs since 2006.  John is dedicated to providing his clients with the professional and individual attention necessary to achieve their financial goals, retain...
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Ed Motosue

Aloha Consultant

8087925194

8087925187

emotosue@fbihi.com

Ed resides in the Aloha State of providing educational strategies on retirement; Social Security, Medicare, Medicaid, and Taxes in Retirement. Hawaii being the most expensive State to retire in, it's essential that one knows how to...
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Bradley Davis

Financial Advisor

772-828-1351

772-673-3344

bdavis@seniorsolutionsinsurance.com

Bradley A Davis, Financial Advisor. I attended the University of Rhode Island and hold a National Social Security Advisor Certificate. I help, guide, and educate clients to reach their financial goals through analysis and planning....

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Brian Bell LUTC

Financial Advisor

321-501-1043

bellbenefits@gmail.com

A graduate of The American University, Brian pursued a career as a Life, Health, and Annuity advisor.Now, with 28 years of experience, Brian educates beneficiaries on how to transition and navigate through the new corridors of senior...

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Bruce Greenstein, LUTC

Financial Advisor

239-209-4706

772-673-3344

tslife@hotmail.com

Bruce Greenstein, LUTC, and a graduate of Florida State University is a highly respected financial professional who has earned his reputation as a safe money manager. His clients will tell you they no longer have to worry about market...

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Grant Morris RICP

Financial Advisor

561-310-0428

gmorris@crown-wealthmanagement.com

Grant Morris is uniquely positioned to provide comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and...

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John Heck

Financial Advisor

239-872-8593

jheck@protectionpointadvisors.com

John Heck has been helping individuals, families and businesses acquire, protect and transfer wealth since 1990. Mr. Heck is a Financial Strategist who specializes in Financial Planning and Total Asset Protection through a Family...

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Joseph Faulk

Financial Advisor

813-928-5454

772-673-3344

Jfaulk@1stCardinal.com

I have dedicated my twenty-year financial services practice to helping clients identify their long-term retirement objectives, develop a realistic & attainable strategy, and ultimately reach their financial goals. These goals are met...

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Orrett Garth

Financial Advisor

772-240-9746

772-343-7381

garthorrett481@gmail.com

Orrett Garth is a state licensed insurance agent and field underwriter for over 30 years.  As a financial services professional, he specializes in senior benefit services such as Retirement Income Planning, Medicare Supplement...

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