Investment Planning Archives - Business RadioX ®

Webb Wealth Advisors Mission and Services

April 12, 2022 by Amanda Pearch

Forsyth Studio

Webb Wealth Advisors Mission and Services

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Paul Webb, President & Founder of Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business.

They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

Their team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.

Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

November 15, 2019 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

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**Melanie Millner, Bill McDermott, Kasey Gartner**

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

On episode 2 of “ProfitSense with Bill McDermott,” Melanie Millner, founding principal and owner of The Design Atelier discusses the value of a professional interior designer with unique vision. Wealth management advisor Kasey Gartner of Northwestern Mutual brings her expertise in financial planning, and much more with host Bill McDermott. “ProfitSense with Bill McDermott” is broadcast from the North Fulton Studio of Business RadioX® inside Renasant Bank in Alpharetta.

Melanie Millner, The Design Atelier

Award-winning interior designer Melanie Millner is founding principal and owner of The Design Atelier. Her team at the luxury interior design firm is committed to delivering exceptional spaces. They value architecture and the details that make each project unique. With a vision for spaces and lifestyles, they strive to exceed client expectations.

For more information visit The Design Atelier website. You can reach Melanie by email or phone, 404-365-8662. Also connect with Melanie on LinkedIn.

Kasey Gartner, Northwestern Mutual

As a wealth management advisor at Northwestern Mutual, Kasey Gartner understands that people often don’t take the time they should to properly plan for their financial futures. Life can be hectic – careers, family, friends and hobbies often leave little time to address some of life’s most important needs – like creating a solid financial plan. Kasey makes it her goal to help busy professionals craft a plan that most effectively and efficiently allows them to reach their financial goals, while protecting what’s most important to them. Helping clients address these critical areas and experience life knowing a financial plan is in place, continues to be the most rewarding aspect of Kasey’s career.

Her expertise includes business continuation planning, life insurance planning, investment strategies, disability income planning, education funding, executive business planning and more.

For more information visit Kasey Gartner’s website. You can reach Kasey by email or phone, 404-841-5013. Also connect with Kasey on LinkedIn and Facebook.

About Your Host, Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

August 29, 2019 by Karen

Phoenix Business Radio

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

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Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

The founders of Paradigm Shift Financial (PSF) used to work at your traditional financial firm. You know the kind: product-oriented, quota-driven, and commission-based where those with the biggest sales were touted as the best “advisors”.

They did the best they could within that system to bring value and guidance to clients independent of the commission check, all the while being reminded they weren’t driving sales hard enough.

Finally, after feeling like they were hitting their heads against a wall, a light bulb went off.

Why work in, and fight against, an environment which seemed to put sales first and client dreams second? Why not start their own firm; bringing forth education and coaching to clients, free from the need to push products?

This “lightbulb” moment was their paradigm shift. A powerful definition of the term paradigm shift is, “an important change that happens when the usual way of thinking about or doing something is replaced by a new way”. And thus, in 2017 Paradigm Shift Financial, LLC. was born.

Since inception, the firm has been committed to and guided by its Core Values to ensure their clients achieve their dreams. Through powerful coaching, exceptional service, and engaging experiences, clients are led to discover a greater purpose for their wealth. PSF creates an environment in which all members are given the opportunity to share and participate, which engenders a community support structure that has a far-reaching impact.

Thomas Blottenberger spent 8 years with a big financial firm when he discovered his commitment to bring forth the most powerful strategies for his clients was not supported.

In 2017 he co-founded Paradigm Shift Financial with Shauna Price so clients could discover the truth about investment.

After 7 years in the traditional financial industry, Shauna realized that the model was flawed, and clients were at risk. She joined forces with Thomas to alter peoples experience of money and to empower them to realize their dreams.