Jeremy Lott
- Role
- Trinity Strategic Wealth, an Independent Practice at Trinity Strategic Wealth
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Jeremy Lott
Jeremy Lott, CFP®, CEPA®, CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED EXIT…
Experience
Trinity Strategic Wealth, an Independent Practice
Present
Education
Tulsa Community College
Associate of Science (A.S.)
1995 — 1998
Northeastern State University
Bachelor of Business Administration (BBA)
1998 — 2000
Skills
- Life Insurance
- Business Succession Planning
- Tax Planning
- Estate Preservation Planning
- Financial Planners
- Succession Planning
- Consulting
- Long-Term Care
- Retirement Planning
- Retirement & Retirement Income Planning
- Business Owner Planning
- Time Management
- Fee Only Asset Management
- Executive Planning
- Portfolio & Investment Management
- Life Insurance Planning
- Long Term Care Planning
- Comprehensive Financial Planning
- Qualified Retirement Plans
- College Education Planning
- Social Security Planning
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