Samuel N. Asare,
Senior Financial Strategist

Samuel N. Asare, has spent several years as a Financial Strategist, showing individuals just like you how to safely and conservatively accumulate money on a tax-favored basis so that they can achieve the highest possible net spendable retirement income.

A maverick in the financial services arena, Samuel is a gifted, highly sought-after speaker and the creator of the "Common-Sense Wealth Building Series."

He is passionate in his desire to help people take control of their overall wealth (financial, human, intellectual, and community assets) so that they can reverse the inadvertent poverty cycle that seems to plague many retirees.

A published expert, Samuel is a master at simplifying complex financial strategies by using real-world examples, humor, and practical applications from years of experience in retirement-related tax planning, equity management, mortgages, business management, economics, and accounting.

He has served as a Financial Analyst, Finance Manager, and Vice President of Finance & Operations. As an Office of Supervisory Jurisdiction (OSJ) Manager, he supervised securities and insurance agents for a top broker-dealer and insurance agency. He also served as a mortgage originator and branch manager for various brokers and lenders.

Samuel holds an MBA, is a Chartered Retirement Planning Counselor (CRPC), a Charted Mutual Fund Counselor (CMFC), a Certified Treasury Professional (CTP), and a Certified Business Manager (CBM).

Request your complimentary consultation now!