Jeff supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital. As President of Family Wealth Advisors and Biro Financial & Retirement Services, he has assisted over 5,000 families to wisely invest and protect their assets. Jeffrey has over 30 years’ experience and his firm is based out of Scottsdale, Arizona.
Craig is an Investment Advisor Representative who for over 20 years has worked with hundreds of clients from coast to coast, employing comprehensive planning services and development strategies with the goals of helping clients increase income, reduce taxation, and never run out of money in retirement. His firm Financial Vision & Investment Services, Inc. is based in Victorville, California in the High Desert area. He lives by the motto, “People Don’t Care What You Know, Until They Know That You Care!"
R. Travis Evans is a Certified Financial Planner with over 20 years of experience counseling business owners and professionals with their wealth management and estate planning, Travis has a proprietary process called Economic Efficiency Engineering that helps clients avoid unnecessary investment risk, debt traps and taxation. His firm, Evans Financial Group, is based in College Station, Texas.
As founder of Torrid Technologies since 1993, Tim has designed numerous financial planning software programs including Retirement View for Windows and Mac, WebCalcs(r), WebCalcs(r) for Advisors, as well as numerous custom planning systems. Thousands of consumers have used Retirement View to quickly and easily build a visual retirement picture that they can instantly make changes to and see how their retirement might play out.