Business Innovators Radio

Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care

17 min · Gisteren
aflevering Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care cover

Beschrijving

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees. Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients. Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve. Learn more: https://pmvfinancial.com/ [https://pmvfinancial.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care [https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care]

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Alle afleveringen

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aflevering Interview with Sean Vazquez, Founder of PMV Financial Discussing Legacy Planning artwork

Interview with Sean Vazquez, Founder of PMV Financial Discussing Legacy Planning

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees. Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients. Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve. Learn more: https://pmvfinancial.com/ [https://pmvfinancial.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning [https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning]

Gisteren17 min
aflevering Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care artwork

Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees. Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients. Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve. Learn more: https://pmvfinancial.com/ [https://pmvfinancial.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care [https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care]

Gisteren17 min
aflevering Interview with Sean Vazquez, Founder of PMV Financial Discussing Guaranteed Income artwork

Interview with Sean Vazquez, Founder of PMV Financial Discussing Guaranteed Income

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees. Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients. Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve. Learn more: https://pmvfinancial.com/ [https://pmvfinancial.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income [https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income]

Gisteren21 min
aflevering Interview with Russell Thompson with H&R Insurance and Financial Services- What Happens When Business Owners Want to Retire artwork

Interview with Russell Thompson with H&R Insurance and Financial Services- What Happens When Business Owners Want to Retire

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He’s also passionate about motorcycles and regularly attends local biking events and live music venues. Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com [https://www.hr-ifs.com] Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

19 mei 202619 min