Broker Check

Photo Gallery

<span>Elite IRA Advisor Spotlight: Tom O'Connell</span>

Elite IRA Advisor Spotlight: Tom O'Connell

Thank you very much to the team at @EdSlott for featuring my article, "Is There a Perfect Retirement Strategy?" in their June issue of "IRA Advisor: Tax and Estate Planning for Your Retirement Savings."

In the article I break down the pros and cons of some popular retirement vehicles, and I outline why everyone should consider dividend paying whole life insurance. Please reach out to me or my team at @internationalFinancial if you have any questions about creating YOUR perfect Retirement Strategy.

#EliteIRAAdvisor #FinancialPlanning #Retirement 

<span>Supporting Special Olympics</span>

Supporting Special Olympics

I'd like to thank Barry '4 Horseman' Windham, Mike 'IRS' Rotunda
& Ted 'Million Dollar Man' DiBiase for helping us raise money for the Special Olympics. These are 3 of the nicest, most # #gracious and generous guys I've ever met. Hope we can do it again someday.

<span>Elite IRA Advisor Training</span>

Elite IRA Advisor Training

I had a great time in Kansas City learning from the best of the best! I am a proud member of @EdSlott 's Master Elite IRA Advisor group, which means continuing education and staying on top of the latest changes in Tax Codes and Retirement Planning. I can't wait to get back to work with my team at @internationalFinancial, as we continue helping clients design their ideal retirement. 

#EliteIRAAdvisor #FinancialPlanning #Retirement 


Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.

Our Process
Our History
Our Values
Our Process
Our History
Our Values