Cliff and Todd help parents uncover little known strategies and unique funding resources so they can better manage cash flow during these critical years. For students, they help navigate the college search and application process while providing career direction and other support throughout their college journey.
The forthcoming book, Win!: Winning Strategies From Today's Leading Experts will feature top advice from some of the most successful experts from around the world. The authors will be sharing business strategies and real-life solutions that can help others in the new and rapidly changing economy.
Learn more about Cliff Morgan and Todd Thomae at http://www.USCollegePlanning.com
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About Todd Thomae:
Todd Thomae is a nationally sought after speaker and author. He specializes in working with professionals, business owners and the self-employed by helping them address their current Tax and debt reduction strategies.
Mr. Thomae focuses on helping his clients save significant amounts of their current monthly income by avoiding voluntary taxes and expenses. Todd understands the importance of both traditional and non-traditional planning.
Todd and the Strategic Wealth Advisory Group team educate clients on how to increase their retirement income by 50% or more with little or no tax, with no market risk, and with 90% or more liquidity.
He was born and raised Valparaiso, IN. Todd is married to his beautiful wife Michelle and they have 3 children; Autumn, Lincoln, and Elle. He is actively involved in his local church and youth organizations. Todd can also be found fishing with his children on rivers throughout Northwest Indiana and Western Michigan in the spring and fall.
Todd's passion is to make a difference in his client's lives by finding significant amounts of money by eliminating unknown wealth transfers on things like reducing/eliminating interest payments, voluntary taxes, and making sure clients are being efficient with their money.
Todd's accomplishments include:?
Author of the upcoming book "WIN"?
Member NAIFA, National Association of Insurance and Financial Advisors?
Working as a Wealth Strategist in the planning industry since 1993?
MDRT - The Premier Association of Financial Professionals?
A top 5 planner with the largest captive agency company in the world?
A nationally recognized speaker on wealth accumulation and preservation?
Named to America's Premiere Experts as a wealth strategist?
Certified Mentor with one of the largest financial planning organizations in the world?
Graduate of Mount Vernon Nazarene University with degrees in History and Business.
About Clifford Morgan:
Cliff Morgan is a nationally sought after speaker and author. He specializes in working with families during the college years. His expertise has helped families across the United States save tens of thousands of dollars off the college bill while helping students enter the schools of their dreams. Cliff is also a personal mentor to many financial planners around the US.
Mr. Morgan focuses on helping his clients save significant amounts off the college sticker price thus allowing families to maintain their current lifestyle and save for retirement at the same time.
He was born Rhode Island and raised in the mountains of New Hampshire. He attended the University of New Hampshire and graduated from Chicago's Moody Bible Institute with a degree in Church Theology. Cliff has worked with Strategic Wealth Advisory Group and has be a as a trusted advisor for the past nine years. He is passionate about serving people by helping them and their families to build and achieve their short and long term financial goals. Cliff is married to his wife Amy and they have 2 children; William and Charlotte. He is actively involved in his local church, plays soccer recreationally, participates in a bicycling club and is an avid skier. Cliff and his family reside in Chesterton, Indiana.
Cliff's accomplishments include:
Founder and Partner of US College Planning & Strategic Wealth Advisory Group
Author of the upcoming book "WIN"
Member of the American College Funding Association
Working as a Wealth Strategist in the financial planning industry since 2003
MDRT - The Premier Association of Financial Professionals
2010 Named to by Chicago Magazine Five Star award for wealth managers
Member of the National Association of College Admission Counseling
A nationally recognized speaker on wealth accumulation and preservation
Named to America's Premiere Experts as a wealth strategist
Member of the National Institute of Certified College Planners
About Celebrity PressT:
CelebrityPressT was created by founders Nick Nanton, Esq. and J.W. Dicks, Esq., Best-Selling business authors of more than 25 books combined, to provide an alternative publishing platform to entrepreneurs and professional experts. CelebrityPressT provides these experts with the opportunity to combine their unique messages into anthologies that cover the "best of" any particular topic. Since 2009, the publisher has already been responsible for 16 best-sellers featuring over 300 authors - and it has a stream of new books in production, featuring many other influential business figures.
Celebrity PressT has published books alongside Brian Tracy, Ron Legrand, Mari Smith, Kelly O'Neil, Alexis Martin Neely and many other notable experts across diverse fields.
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