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Join date: Jan 8, 2024
Posts (3)
Jun 24, 2025 ∙ 9 min
My Journey to Saving Clients Millions in Current Taxes Using Cash Balance Plans
When I first heard about cash balance plans, I brushed them off. They sounded complicated. Too niche. And frankly, like something that...
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Oct 1, 2024 ∙ 5 min
My Journey Towards Securing Retirement and Creating Generational Wealth through Annuities
Since entering the financial services field in the mid-1980s, I’ve shied away from annuities for a whole host of reasons: High fees,...
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Jan 12, 2024 ∙ 4 min
Overcoming Longevity Risk: An Overview of Annuities and Long-Term Care Planning
As a successful career comes to a close, many individuals find themselves facing tough questions about what comes next. What lies ahead...
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Steve Schaumberger
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Managing Director
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