Coach 4 Retirees
 
 

You’re independent and feeling alone. Perhaps the support and backup you were expecting is not there. I would like to extend an offer to you to join my branch.

  • We provide free office space if needed and have office locations covering most of Pennsylvania for experienced independent advisors.
  • We hold weekly business development sessions to share ideas and support to help you grow your business while staying compliant.
  • Our full time marketing specialist, Jessica, can assist you in preparing marketing materials and ideas. She can also help you setup and use social media accounts such as LinkedIn, Facebook and Twitter to help you grow your business and stay in touch with current clients.
  • Our main office can assist you with making sure paperwork is completed correctly using the most efficient processes from our broker-dealer, Securities America.
  • We work closely with Steinbacher, Goodall and Yurchak Law Firm to provide estate plans from the simplest to the most sophisticated. They also provide a crisis team to preserve assets should a client need a nursing home. These resources are provided at no cost to you.
  • If you do workshops, or would like to start doing workshops, we have compliance-approved presentations covering Social Security, estate planning, retirement, Medicare and more – again with an attorney there to answer legal questions. We can also provide speakers for you.
  • Our Riskalyze Program helps your clients determine their risk number, then match a portfolio to that number. It helps them determine if their retirement nest egg will last as long as their retirement.
  • Through its parent company, Ladenburg Thalmann Financial Services, Inc., Securities America offers traditional "Wall Street" products and services without bias or corporate influences. Ladenburg Thalmann's expertise in investment banking dates back to the 1870s. They provide access to a broad menu of institutional banking, research and capital markets services, including initial public offerings, private equity, mergers and acquisitions, and valuations.

If you would like to explore a different approach to being independent, let's talk.

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Cliff Cashman

President

Coach4Retirees

clifford.cashman@securitiesamerica.com

Work: 800-722-0610

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