Robert Montgomery

Licensed Financial Professional @Universal Wealth

Phoenix, AZ, US
MOBILE NUMBERS
+16•••••••27

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WORK HISTORY

Jul 2024 — Present

Licensed Financial Professional @Universal Wealth

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EDUCATION

1978 — 1981

Star Spencer High School

Math, Science, English, Physical Education

SKILLS

Small BusinessLeadershipLegal AssistanceEmployee BenefitsBusinessIdentity Theft ShieldMarketingSalesPublic SpeakingBusiness NetworkingCoachingContract NegotiationCustomer ServiceEntrepreneurshipEvent PlanningFundraisingInsuranceInvestmentsLeadership DevelopmentNegotiationNew Business DevelopmentNonprofitsOnline MarketingPersonal DevelopmentSocial Media MarketingSocial NetworkingStart-UpsStrategic PlanningTeam BuildingTraining

ABOUT ROBERT MONTGOMERY

Unlock Your Worry-Free Retirement with Universal Wealth Email us for a FREE retirement strategy session at r••••••••@gmail.com.At Universal Wealth, we specialize in safeguarding your assets and ensuring a serene retirement journey:1.**Medicare Mastery**: Navigating Medicare can be a maze. We\'re here year-round to demystify the process, helping you understand your options and how everything fits together seamlessly.2.**Asset Protection Excellence**: Our forte lies in shielding your retirement savings. We offer innovative solutions that allow you to enjoy market gains without the fear of loss, ensuring a guaranteed lifetime income. This means that even if your funds are exhausted, your income continues. Our commitment is to your financial safety, providing peace of mind through contractual guarantees.3.**Long-Term Care Solutions**: With 70% of individuals requiring some form of long-term care—a cost not covered by Medicare—we guide our clients through the latest options to manage the high costs of long-term care effectively.4.**Life Insurance Expertise**: Whether it\'s creating a lasting legacy or covering final expenses, we\'re here to help. Our approach often focuses on more than just final expenses, ensuring you and your loved ones are fully protected.Choose Universal Wealth for unparalleled expertise and benefits in securing your financial future.

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