P Alan Loss is not available for direct meeting request. Contact their chapter about matching with them or another mentor.
Meeting Preference: Phone
I have experience working in a family business that was supposed to be mine but was sold separately to various buyers because we did not have a buy sell agreement. I have been a financial planner since 1981 and a CFP since 1985 initially working with educators and administrators helping them build their financial security, plan for their retirement and retire successfully. I, also, work with small business owners, medical professionals to help them build value in their businesses and build their financial independence. I help them with decisions relating to life insurance, long term care concerns, investments,college planning and funding for their children and grandchildren and most important of all help them retire TO something not jus FROM something so that they can continue to live a fulfilling life.
Areas of Expertise
- Management & Operations
- Professional Services