Craig Lytle

President @Income & Estate Planning Partners

Newark, DE, US
EMAILS
c••••@iandeplanning.com
MOBILE NUMBERS
+13•••••••92

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WORK HISTORY

Dec 2008 — Present

President @Income & Estate Planning Partners

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Wilmington, DE, US

INCOME & ESTATE PLANNING PARTNERS, P.A. will meet you where you are and help you with a path forward. Better questions = better answers. Is it time to take your next step? Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. INCOME & ESTATE PLANNING PARTNERS, P.A. is not affiliated with Integrity Wealth.

EDUCATION

2008 — 2009

Wilmington University

MBA

1989 — 1993

York College of Pennsylvania

B.A., Speech Communications

SKILLS

Financial PlanningTeaching/MentoringInsuranceSales ManagementCredit UnionsTerm Life Insurance

ABOUT CRAIG LYTLE

I believe in providing objective, honest advice. Your unique experience will include written plan with a specific, easy, step-by-step timeline to follow.I’ll guide you through a process outlining each option along with recommendations for your path forward.Experience security and confidence as you understand the benefits and considerations of each of your alternatives. A conversation about your priority will be the beginning of our relationship.https://calendly.com/craig-iande/30min?month=2022-07

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