Athan Poullas

IFW Financial Professional Athan Poullas
  • Ohio

Athan Poullas is a Marine veteran from Columbus, Ohio and the founder of Lakeside Retirement Advisors, located on the shores of beautiful Lake Erie in Port Clinton, Ohio. He has extensive experience in the private and federal retirement arena, providing guidance to project and plan retirement income with 100% focus on protection of retirement funding. He assists his clients in maximizing their benefits before and after retirement, while also maximizing their income in retirement. Having the experience to handle many financial needs, he specializes in the shift from accumulation to distribution by analyzing his client’s financial picture before making any recommendations on their plan.

“As an independent advisor, I hold no loyalties to anyone but my clients with the freedom to operate solely on what is right for you”.

LICENSES & ACCREDITATIONS

  • Retirement Professional
  • Insurance Representative
  • Life & Annuity Licensed

AREAS OF EXPERTISE

  • Retirement Income Specialist
  • Insurance Services
  • Risk Management
  • Pension Maximization

Athan Poullas

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