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Consolidated Consultants Co. Providing nationwide referrals of expert witness services and medical expert witness services to attorneys and insurance companies.
CCc provides FREE nationwide referrals of Expert Witness services and Medical Expert Witness services. We are focused on providing complimentary first-rate referrals of expert witness services to attorneys and insurance companies. Browse our Expert Witness directory consisting of over 10,000 broad-based Expert Witness and Medical Expert Witness fields to find that perfect expert.
Consolidated
Consultants Co.
289 Church Ave.
Chula Vista, CA 91910
(619) 422-5559
(800) 683-9847
fax (619) 422-8101
info@freereferral.com
Registered Financial Consultant Expert Witness
Expert Witness No. 2093
Texas
EDUCATION
BA, Economics, University of Texas at Austin
Post-graduate study, Accounting and Business Law, Southwest Texas State University San Marcos
Chartered Financial Consultant Curriculum (Life Insurance Planning, Securities Investment Principles and Law, Estate Planning, Financial Planning) the American College Bryn Mawr, PA
PROFESSIONAL DESIGNATIONS
Registered Financial Consultant conferred by the International Association of Registered Financial Consultants
PROFESSIONAL EXPERIENCE
28 years financial services experience in personal production, agency management, and financial firm ownership.
Estate planning and integrated life insurance planning for individuals, small business owners and corporations.
Retirement planning for owners, staff and employees of businesses and corporations. Experience is in virtually all areas of defined contribution and defined benefit retirement planning arrangements.
Retirement income planning for retirees of Unions, corporations, school districts, community colleges and universities.
Nonqualified deferred compensation plans and non-ERISA disability pay plans for owners and key executives of corporations and small businesses.
Title 26 US Code Sections that proscribe the majority of integrated federal taxation planning associated with retirement planning and executive benefit plans: 104A, 105, 401(a), 401(k), 403(b), 403(b) 7, 408A, 408(k), 408(p), 409A, 412(i), 457.
Professional assistance in financial and taxation details of QDRO planning by family law attorneys.
Large personal producer of annuity contract business with numerous prestigious carriers in US.
Structured settlements in personal injury awards utilizing fixed annuity contracts.
Experienced and competent in expert assistance in mediation meetings, depositions, and testimony in trial.
CURRENT PROFESSIONAL RESPONSIBILITIES
Chairman of an integrated retirement and estate-planning firm with representatives licensed in Texas, New Mexico, and Oklahoma.
President of an entity of the Retirement Planning Advisors Group.
GEOGRAPHIC EXTENT
Financial expert consultation to law firms is sought in all areas of the United States.
ATTORNEY REFERENCES
Available upon request.
KEYWORDS
Registered Financial Consultant Expert Witness, Life Insurance Expert Witness, Annuity Expert Witness, Retirement Planning Expert Witness, Nonqualified Deferred Compensation Expert Witness, 401(k) Expert Witness, Structured Settlement Expert Witness