Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!

We would like to extend our sincere gratitude for each of you and thank you for how we have benefitted from working together as a great big family.  It has been a pleasure to meet each of you who attended our live events and to hear from you on our livestream events. We will continue to bring you the best of the best throughout the coming year and offer you every opportunity to learn, develop, and succeed in your lives.

We feel honored to associate with some of the best in the business who bring so much credibility and integrity to our company in order to better assist you:

Anderson Business Advisors: Clint Coons, Toby Mathis, Michael Bowman, with a special shout-out to Seth Perlman and Corey Posgay for meeting with you at our live events. These men are the best in asset protection and we are grateful for their leadership.

Scott Estill: There is probably not a more knowledgeable tax expert in America (and a great guy to boot). We are grateful for his ability and desire to share the most current and updated tax information so that you can maneuver your way through the complexity and constant changes in the system.

iPlangroup: Jill Banner and Roberta Hudy bring you the best ways to protect and grow your retirement accounts. Take advantage of the incredible opportunities to use IRA’s for your investments. Their experience is your guide.

Dr. William Danko: What a genuine man with an incredible outlook on success. His expertise can bring peace in our lives, our families and our communities. We are grateful for his insight to help create a better world.

Mike Coval and Stacey Acevedo, Invest-EDU: Stock training at its best! This team will help you learn to navigate the ever-changing, ever-evolving Stock and options markets. Their years of experience investing, trading, and teaching, brings you an opportunity, regardless of the direction the market takes.

Patrick James: Mr. Excitement! Pat has learned the ups and downs of taking advantage of the numerous tax write-offs and deductions you too can be utilizing with the knowledge he offers. Between Pat and Scott, our tax lives will forever change.

Kwame Granderson: His business understanding of how to stay on course to achieve business success and find resources is unsurpassed. His insights bring an exciting guide for continuing successes. His humility will capture your desire to learn from him.

Chris Johnson: Grand master of Grants throughout the USA that will help you find resources that often go unused so that you can build and grow your business.

Residential Assisted Living Academy with the Guarino Family. How we loved Gene. An extraordinary example of service, kindness and love for everyone. Though he will be greatly missed, he has passed on an incredible legacy through his family who continue to offer the best-of-the-best training to help our seniors in America to have dignity and joy in their later years. Nobody knows how to do it better that them.

Josh Zettler: An authority in all forms of insurance. Let him help your with all of your insurance needs.

Don Pendleton: The leader who lives and breathes for the service and education of his students. His knowledge, experience, integrity and love for us all brings us the most informative and needed information for success in our business and personal lives.

Finally, YOU! You are our greatest resource and we think of you as our family. We are so grateful for each of you and what you do to make our world a better place! We work hard to give you the best information, education, and resources to change the world, one life, one family, and one community at a time.

May these holidays bring you and your loved one’s joy, peace, and happiness, and may we look forward with great excitement as we move into a new year that will be full of excitement, growth, and prosperity. We love and appreciate each one of you!

Best Wishes from all of us at Protect Wealth Academy

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