| Company: | Roadmap Financial Consulting, LLC |
| Contact: | Glenn W. Mosseller, ChFEBCSM, RFC® |
| Address: | 109 Muirs Chapel Road, Suite 214 |
| City: | Greensboro |
| State: | NC |
| Zip: | 27410 |
| Phone: | (336) 291-3535 |
| Fax: | (336) 833-5491 |
| Email: | glenn@RoadmapFinancial.com |
| Website: | www.GreensboroRetirement.com & www.RetirementIncomeInsights.com |
About Roadmap Financial Consulting & Glenn Mosseller
Glenn Mosseller founded Roadmap Financial Consulting, LLC, an accredited member of the Better Business Bureau, intent upon helping retirees and pre-retirees to maximize their retirement savings and the benefits they've worked a lifetime to achieve.
At Roadmap Financial Consulting, we believe what really matters at the end of the day is how much you get to keep. So we use tax advantaged strategies designed to reduce the risks of future taxation, market volatility, and potential long term care expenses as we work to help our clients grow and protect their retirement nest eggs and lifetime income. Glenn is a member of Ed Slott's Elite IRA Advisor Group, an exclusive group of financial advisors dedicated to helping clients minimize taxation on their retirement plans. Ed Slott, CPA is known as “America's IRA Expert” and was named “The Best Source for IRA Advice” by The Wall Street Journal.
Glenn's ability to assist clients stems from his experience and education. In addition to a BA in Economics and Business, he has earned the professional designations of Registered Financial Consultant (RFC®), and Chartered Federal Employee Benefits Consultant (ChFEBCSM) requiring advanced coursework in a broad range of financial subjects. Glenn's work has qualified him for the Million Dollar Round Table, considered the standard of excellence in the financial services industry. The greatest tribute to him, though, is his loyal, growing clientele. Glenn always provides complimentary consultations and retirement analysis.
Glenn is a Certified Financial Education Instructor and often teaches retirement courses in cooperation with Colleges and Universities in the Greensboro Area. Glenn also provides educational workshops for Federal Employee Retirement and regularly teaches at the Greensboro Public Library.
For more information visit www.GreensboroRetirement.com & www.RetirementIncomeInsights.com
Offering Advice Since
2011
Areas of Specialty
• Personalized Federal Employee Benefits Analysis
• Civil Service Retirement System (CSRS)
• Federal Employee's Retirement System (FERS)
• Thrift Savings Plan (TSP) Strategies
• TSP In-Service Withdrawals
• FEGLI: Options and Planning
• Retirement Options & Eligibility
• Survivors Benefit Annuity
• Retirement Income Planning
• Social Security Timing & Maximization
• Wealth Management
• Tax Planning
• Long Term and Elder Care Planning
• Estate Planning
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBCSM - Chartered Federal Employee Benefits Consultant, RFC® - Registered Financial Consultant, Certified Financial Education
Instructor (CFEI)
Insurance Licenses: Life, Health, Medicare Supplement, Long Term Care, Property & Casualty
Security Licenses: Series 65
Education: Bachelor of Arts, Economics & Business
Investment Advisor Registration: CRD-6009605
Associations & Affiliations: Better Business Bureau, Million Dollar Round Table, International Association of Registered Financial Consultants, International Financial Leadership Association, National Ethics Association, National Association of Tax Professionals, National Care Planning Council, North Carolina Senior Care Council
Charges to Clients for Services
Complimentary Consultations and Analysis
Commissions on insurance products are paid by insurance companies -- NOT DEDUCTED FROM YOUR MONEY!
Managed Portfolio Fees
Call us today for a complimentary, no obligation retirement consultation (336) 291-3535.
Glenn's Association With Roadmap Financial Consulting, LLC
Founder & President