Troy Haueter
- Role
- Retirement Plan Specialist at Equitable Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Troy Haueter
Each individual is unique in their goals and values; let me help you create a unique…
Experience
Retirement Plan Specialist
Jan 2020 — Present
Whether your concern is retirement, college funding, accumulating wealth, or making sure your family and assets are protected, I am here to help educate you on the options you have available. I work with business owners, educating you on ways to accumulate wealth and reduce your tax obligation through a well-balanced investment and insurance plan. I work with state employees, educating you on your unique retirement options uniquely designed for you and your needs. I work with individuals and families, helping you make the necessary plans today, so you can retire with confidence. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact a••••••••@equitable.com. Complaints about an Equitable Advisors FP should be directed to c••••••••@equitable.com. Keywords: financial planning, retirement planning, 401K benefits, 401k rollovers strategies, brokerage accounts, Trad IRA, Roth IRA, SEP IRA, 403(b), annuities, tax-efficient investments, investment strategies, 529 plans, Strategic asset management, Risk Management, investments, insuring investments, life insurance, pension maximization, deferred compensation, tax-efficient investments, tax diversification strategies, cash-value life insurance, term life insurance, universal life insurance, whole life insurance, variable life insurance, retirement benefits strategies.
Skills
- Education Planning Strategies
- Financial Planning
- Wealth Management
- 401k Rollovers
- Insurance Planning
- Retirement Planning
- Long-Term Care Planning Strategies
- Ira Distribution Planning
- Tax-Efficient Investing Strategies
- Investment Planning
- Executive Benefits Planning
- 401(K) Distribution Planning
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