Randy Flatt
Financial Advisor / Financial & Estate Planning at Keystone Planning Partners
- Role
- Advisor Estate Planning Investments Insurance at Keystone Planning Partners
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Randy Flatt
The Memphis Business Journal\'s full page article in July 26, 2009\'s…
Experience
Advisor Estate Planning Investments Insurance
Jan 2023 — Present · Memphis, TN, US
Disclosures & Licensing: https://kppadvisors.com/licenses/
Education
The American College
Insurance Estate Planning
Skills
- Disability Insurance
- Life Insurance
- Finance
- Financial Planning
- Asset Allocation
- Retirement
- Strategic Financial Planning
- Money
- Project Planning
- Fixed Annuities
- Leadership
- Wealth Management
- Retirement Planning
- New Planning Process-E- Money
- Insurance
- Financial Planners
- 401k
- Iras
- Estate Planning
- Financial Services
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