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Micheal Holt has been assisting clients for over 20 years to protect their assets, construct smart investment plans, and create lifelong income. Mr. Holt has helped clients move their retirement plans and savings into products which offer more protection of their principal and still provide for growth of their assets. Among his clientele are retirees, families, employees and officers of several Fortune 100 companies and small business owners. Earlier in his career he held such titles as CEO, CFO, COO, Financial & Business Analyst, and various Board positions with several billion dollar companies. Mr. Holt is regarded as Income Planning Specialist and basis his practice on providing income planning solutions in which retirees cannot outlive their savings. You will find that he has extensive training with all types of money and accounts including “qualified” savings accounts such as IRA’s, 401(k)’s, 403(b) plans, TSP, and pension plans. Micheal is a founding senior partner with Lifestyle Income Strategies and offers free educational sessions to retirees on a weekly basis. Some of the more popular topics include annuities, life insurance, creating lifelong income streams, alternative investments, tax reduction and avoidance strategies, and how to protect and preserve your retirement savings. He offers free books, audio CD’s, and other reports in regards to retirement planning. Be sure to ask him for a list of these free educational materials. |
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David financially engineers the design of life insurance products for maximum tax-free Internal Rates of Return (IRR) not normally seen in this low risk asset class. David represents clients, acting as a fiduciary, negotiating life insurance contracts for maximum client advantage. A common theme is, You Make Money On The Buy. This is especially true with the purchase of life insurance contracts. David's team negotiates all aspects of health ratings, design and returns to ensure the highest IRR's possible. David is the former host of the TV show “Money Talk", Chairman or President of two publicly traded companies and author of the paradigm shattering book titled, "The Secret Asset" (www.thesecretasset.com). David’s uncanny ability to deliver compelling IRR tax free returns that maximize the premium/profit ratio has captured the attention and respect of entrepreneurs, CEOs, and professionals looking for a professional at the highest level. David is actively involved in the life insurance business leveraging his relationships and experience over 30 years through Westview Financial Group. Interested in learning more about retail versus wholesale pricing, expand your estate, add to a diversified portfolio, business or to multiply charitable gifts you can reach David here: david@thesecretasset.com or 619-921-6560. David is also available for consulting, speaking engagements and media appearances on a selective basis. |
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Tim graduated from Indiana University and started his career as a high school teacher. Tim has been married to his wife Helen for 38 years. They have three children; Bryan, Natalie, and Kyle. Together they have eight grandchildren from the age of 3 months to 9 years old. Like most of us, Tim considers his family a blessing and a special joy. Tim has also owned several businesses over the years. He held a corporate executive position as the Chief Marketing Officer for a 700 hundred-million-dollar international company prior to becoming a financial advisor. Tim relates to both the self-employed entrepreneur and the corporate employee. It can be said by his client’s that Tim has a true passion for helping people. |
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LeAnne comes with 15 years of experience in the insurance industry. She started her career as a Life Specialist with Farmers for the Laguna Hills District and helped other agents sell Life Insurance. In the years that followed, Leanne's high energy and strong business savvy landed her at Benefit Pro Insurance where she grew In the employee benefits sector and created their Individual & Medicare Department from the ground up. Her willingness to grow professionally led her to AMBA where she served as the District Manager for the entire Southern California area, working to develop Medicare Agents. LeAnne’s success is due in part to her commitment to serve her community. She is active as a board member for the YMCA, Copley-Price location, to help organize and raise funds for the Y community and for kids to go to camp. She used to serve as a board member for the Asian Business Association where she advocated for the community, supporting small businesses. She has carefully cultivated lasting relationships in the insurance space throughout her 15-year career. We are excited to bring her compelling energy and wealth of knowledge to our team. She has big ideas, and we are excited to see her grow our business and yours! |
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