| Advisor Profile |
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Securities and Advisory Services offered through BCG Securities, Inc. Member FINRA, SIPC and a Registered Investment Advisor. OSJ Office: 901 Route 23 South Pompton Plains, NJ 973-831-4424. APG & BCG Securities, Inc. are separate and unrelated companies.
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About American Prosperity Group |
Thank you for visiting the American Prosperity Group Office in Historic Downtown Matthews, North Carolina. As is true with all APG Representatives, my practice is exclusively focused on retirement, estate, and long-term care planning. My single purpose is to educate you on what I consider the absolute very best retirement and estate planning strategies available in the industry today, and then develop and implement financial plans and programs that allow you to safely grow and protect your hard-earned savings, as well as turn those savings into a reliable income stream for the rest of your life when you retire. In addition, we'll work closely together to develop comprehensive estate plans that will efficiently transfer your estate to your heirs in a manner that satisfies your wishes, saves time, reduces costs, minimizes taxes and maximizes the size of the estate that you ultimately pass on to the family members and/or charities of your choice.
Evening Complimentary Consultations are by appointment. Please contact us. |
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General Information |
| Years of Experience in Financial Services: |
7
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| States Licensed in: |
NC, SC, NJ
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| Number of Years with Current Firm: |
7
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| Insurance License#: |
0008716517,NC
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Near-Retirees and Active Retirees
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| Name of Broker/Dealer: |
BCG Securities
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| States Willing to do Business in: |
NC,SC, NJ
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Education |
| Academic Background |
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| BS Rutgers University, Cook college - New Brunswick, NJ
MS New Jersey Institute of Technology-Newark, NJ |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Travel/Medical Emergency Insurance
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Retirement and Estate Planning Specialist
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| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Society of Financial Awareness (S.O.F.A.)
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| Non-Financial Organization Memberships: |
Matthews Chamber of Commerce
Shepherd Center of Charlotte - Charlotte, NC
National Association of State Boards of Accountacy
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Firm Information |
| Advisor's Number of Clients: |
200+
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| Firm's Number of Clients: |
200+
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| Firm's Number of Managed Clients: |
200+
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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Compensation and Fees |
| Additional Details on Charges: |
At AMERICAN PROSPERITY GROUP we never charge you a fee for our time, nor do we require you to commit to any fee-based, wrap account or managed money arrangement as is common in our industry.
Instead, we provide you unlimited, free consultations where we get to know you and your unique circumstances, share ideas and information, then, where appropriate, present plans and programs that we believe represent major upgrades to your existing retirement and estate plans.
In this arrangement, you as the client have ultimate veto power to say no to any of our recommendations with no resulting cost, obligation or commitment. Only when you have firmly decided that our recommendations are in fact an upgrade and in your best interest will they be implemented. The companies selected to manage or protect your portfolio, compensate me directly with no additional compensation from you, my client, at any time!
Since there are no fees for our consultations, the decision to come meet with us is an easy choice.
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| Compensation Methods: |
Commissions
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| Fee Structure: |
Commissions Only
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