Overview

Full Product Details

9781632969835

Table of Contents

Reviews

Author Information

"Skip SkolnikSenior Planner, FounderRonald ""Skip"" Skolnik has worked more than 22 years in the senior and financial services industry. He started in senior services as a marketing professional with his advertising agency in Lorain County, Ohio. After working with many firms that cater to the unique needs and demands of our aging society, he dedicated his career to helping seniors successfully and confidently transition into their golden years.Skip has grown his business through referrals and community education events designed to help area seniors as they seek solutions to their unique financial challenges. Skip is dedicated to developing lasting relationships with all his clients. He believes that education is the key to helping people become confident in assessing their financial goals and participating in the financial management process. He has demonstrated the aptitude to implement complex financial plans and protection strategies to help families have peace of mind knowing that ""everything is taken care of."" Libby Skolnik BudwegFinancial Advisor, CFOElizabeth ""Libby"" Skolnik Budweg, Financial Advisor, specializes in helping individuals work toward pursuing their financial goals.A graduate of the Ohio State University Max M. Fisher College of Business, Libby holds a Bachelor of Science degree in Business Administration. Focusing on multifaceted estate plans, she holds insurance and securities licenses that allow her to help recently retired individuals implement a plan to offset, mitigate, or provide a path to navigate any financial roadblocks or unexpected problems they may encounter during their golden years.With a goal to preserve and protect family assets from lawsuits, probate, nursing home expenses, and market volatility, Libby works with Skolnik Retirement Solutions to simplify and consolidate those assets while maximizing the benefits in a tax-efficient manner for future generations. She believes in educating clients and works diligently to help them achieve their goals, understand their financial choices, and implement strategies that help them attain their personal plans."

Tab Content 6

Customer Reviews

Recent Reviews

Countries Available