Sorry, no content matched your criteria.
About the Author
Donald P. Speakman, MSFS, CLU, ChFC, CFP. Don has been designing unique investment strategies for the financial plans for his clients for more than 33 years. With a specialty in retirement planning, his expertise lies in creating programs for lump sum distributions from corporate retirement and 401(K) plans, with particular emphasis on creative income tax savings strategies. Don has been a member of the Million Dollar Round Table (MDRT) for 32 years, having earned 28 Top of the Table distinctions. He is the founder of Speakman Financial Group.