SCHEDULE A CALL WITH
THE CHIEF EXIT OFFICER
Before we jump into the framework, it’s important that we chat face-to-face so that I can assess exactly what your business needs.
Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, CVB®, RICP
SCHEDULE A CALL WITH
THE CHIEF EXIT OFFICER
Before we jump into the framework, it’s important that we chat face-to-face so that I can assess exactly what your business needs.
NOT READY TO HOP ON A CALL?
If you’re not ready to hop on a call with me, but you want to learn more about how to improve the value of your business, get started with the Value Builder Education™ course.
NOT READY TO HOP ON A CALL?
If you’re not ready to hop on a call with me, but you want to learn more about how to improve the value of your business, get started with the Value Builder Education™ course.
CERTIFICATIONS & LICENSES
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Certain members of Callanan Financial Advocates are Registered Representatives of the broker dealer. Callanan Financial Advocates are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check.
© Copyright 2023 - Callanan Financial Advocates -All Rights Reserved.
CERTIFICATIONS & LICENSES
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Certain members of Callanan Financial Advocates are Registered Representatives of the broker dealer. Callanan Financial Advocates are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check.
© Copyright 2023 - Callanan Financial Advocates
-All Rights Reserved.