Arthur Toole has over 20 Years experience in the Financial Industry. As an independent retirement specialist he has been instrumental in helping clients preserve their assets from market losses and provide a road map that can maintain a life time income. Asset protection is the primary goal using different tax advantaged strategies.
Arthur also works with Pre and Post retirement clients, helping them with 401k, TSP, 403B etc, any aspects that help make the transition easier in retirement.
Also notable is Arthur’s Pro Bono work helping veterans and their spouses receive VA benefits. In his over 15 years experience dealing with the VA, he has learned to navigate the system and help secure over 2 million dollars in aid and benefits.
LICENSES & ACCREDITATIONS
- Financial Professional
- Retirement Specialist
- Life, Health & Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Financial Planning Retirement Planning
- Asset Protection
- Estate Planning
- Social Security Planning
- Tax Advantaged Plans
- VA Benefits