Robert Loss

About Robert Loss

As an active member in my community, a fellow business owner and being part of a family of business owners I am passionate about helping other business owners and entrepreneurs who are committed to growing their business through solid planning and strategies. I collaborate with some of the brightest minds in the country, all of whom are dedicated to improving or creating financial independence for business owners and their families. Business owners and professionals reach out to us when they need help with: Benefits consultation Debt restructuring/debt elimination planning Business succession planning Buy/Sell agreements I help business owners/professionals who are struggling with: Finding money for their retirement Keeping more of the money earned Managing their cash flow Within just a few months of reviewing their situation and once a plan of action is implemented, they’re frequently able to: Get out of debt sooner than they ever thought Grow their assets without risk or worry Share less of their hard earned money with Uncle Sam Insure their business and family’s future Retirement becomes a reality Businesses are more efficient Cash flow is improved Emergency funds are created Benefit plans are more appropriate How can I come alongside you and help ease the stress of you trying to figure out everything on your own? You’re in a business providing your clients with the best products and services possible. Yet you spend the bulk of your time trying to run your business efficiently, cover payroll, bid out new projects and not nearly enough energy to review and refine where you’ve been, where you are now and where you want to be not only financially but living a life that you want to live. That’s where I come into play. I am here to help you achieve all of the above while creating the life you want! If you’re ready to control your future with my help then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs. Here is the link to my calendar: https://calendly.com/amwell 90••••••00 s•••••••@amwellagency.com

Experience

1. Mortgage Loan Originator

   Emm Loans Llc

   Jun 2017 — Present

   I have been able to assist many clients, friends and colleagues with their residential financing needs. Whether it was for purchasing their first home or the house of their dreams, a cash out refi to perform home improvements or consolidate debt. Sometimes it was simply to lower their interest rate, monthly payment or shorten the number of years left on their loan. With their newfound freed up cash flow, we were able to help fund future college expenses and retirement income needs. I am licensed in NJ, PA & FL.

Education

• Susquehanna University

  B.S.

  1985 — 1989