Cary, NC – July 11, 2012 – Brian Raleigh, Founder of TruWealth Strategies, was recently featured in USA Today with other leading financial professionals from around the world as one of America’s PremierExperts’® “Financial Trendsetters.” A feature story about Brian Raleigh was also recently seen on the online home pages of major publications such as Yahoo! Finance, CNBC, The Boston Globe, The Miami Herald, Morningstar, Los Angeles Daily News and MarketWatch, among many others.
As seen in the USA Today feature:
Brian Raleigh has been trendsetting his way across the financial services industry by helping retirees and soon-to-be retirees across the country. Brian is the president and founder of TruWealth Strategies and TruWealth Capital Management Inc. in Cary, NC. For the past 17 years he has brought guaranteed-income strategies and effective tax and legacy planning for seniors. These proven strategies have taken his clients from where they are (accumulation phase) to where they want to be (distribution and preservation phase)! If you are looking for a secure retirement with cutting edge tax strategies look no further than this. This energetic business leader is the SPECIALIST and go-to guy when it comes to RETIREMENT PLANNING!
Brian is always looking for new ways to save on taxes and increase retirement income. People often ask why they haven’t heard about some of these strategies, and he simply replies, “Well, maybe you just haven’t met with the right advisor.” TruWealth focuses on working with retirees and people in the retirement red zone (5 years or less until they retire). His focus is financial preservation and making sure the client never runs out of money.
In addition to keeping his clients satisfied, Brian’s proud to be finishing up a book. Keeping with his sports background, the book is titled, “Rounding Third and Heading for Home.” It discusses mistakes people can’t afford to make when they retire. He also reveals strategies on how to lower taxes, manage market risks, and create a consistent income stream in retirement that never runs out!
To read the full feature story about Brian Raleigh, as seen on CNBC, Morningstar, CBS MoneyWatch, The Houston Chronicle and others, please visit http://www.truwealth.us/about.html
For more information about TruWealth Strategies, visit http://www.truwealth.us, or call 919-852-1215.