Bret Elam
I am a President, Educator, and Author helping retirees and pre-retirees pull together the puzzle pieces of income distribution, taxes, and healthcare in retirement.
- Role
- President at Thrive Financial Services
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Bret Elam
Thrive Financial Services is a client first, independent, wealth management firm. People,…
Experience
President
Jan 2016 — Present · Fort Washington, PA, US
Education
Wake Forest University
B.S., Mathematical Economics
1996 — 1999
Wake Forest University
Bachelor of Science - BS, Mathematical Economics
1996 — 1999
Skills
- Small Business
- Long Term Care Insurance
- Insurance
- Reverse Mortgages
- Usda, Va, Fha, Reverse Mortgages
- Fha
- Wealth Management
- Loan Origination
- Credit
- Loans
- Repair Retirement Plans
- 401k
- Series 7
- Fixed Annuities
- Deferred Wealth Planning
- Management
- Banking
- Mutual Funds
- Outside the Box Solutions
- Usda
- Property & Casualty Insurance
- Refinance
- Disability Insurance
- Estate Planning
- Life Insurance for Business and Individuals
- Term Life Insurance
- Personal Finance
- Residential Mortgages
- Leveraged Planning Specialist
- Retirement Planning
- Financial Advisory
- Financial Services
- Retirement
- Strategic Financial Planning
- Long-Term Care
- Underwriting
- Mortgages
- Safe Money Strategies
- Commerical Mortgages, Including Non-Profits
- Life Insurance
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