Anthony Politi is a licensed engineer by trade which has allowed him to develop a keen eye for details. He has over 40 years of experience as an entrepreneur ranging from landscape excavating, advertising, and food distribution to being a financial coach. Using all his experiences in building and selling a diverse portfolio of businesses, Anthony is now helping others achieve their financial goals by teaching them how to eliminate the 3 greatest evaporators of wealth which are risk, fees, and taxes.

Anthony also holds the Certified in Social Security Claiming Strategies (CSSCS) designation.

His goal is to share what he has learned with others by educating them on how to protect and preserve what has taken a lifetime to accumulate and maximize their Social Security strategies, thus achieving financial freedom!

Jacob Belt is a problem solver with over 40 years of entrepreneurship. Jacob has the knowledge base to help clients navigate through their personal and business financial lives. It is those problem-solving skills that his friends, members of the community, and business relationships have come to appreciate.

His clients value his systematic approach to building a plan. Jacob’s comprehensive approach to technical portfolio analysis and retirement income planning demonstrates his attention to detail. He assists his clients with strategies that potentially reduce risk and address their concerns about outliving their money in retirement. He strives to reduce the crippling effects of stress and anxiety when it comes to his client’s financial well-being.