WELCOME TO RETIREMENT NATIONWIDE!

JIM LUSK, CFP, CLU, ChFC, CLF, MEd
PRESIDENT

Since over a third of one’s life is spent during retirement, I believe that maximizing your retirement income through proper planning, by integrating: conservative investments, tax planning, best pension option choices, long term care planning and social security decisions are paramount to have successful “defensive retirement strategies”.

PEGGY A. LUSK, CPA-Retired, CLTC, M.S
VICE PRESIDENT | CHIEF FINANCIAL OFFICER

I believe that in order to live life in Abundance, it’s important to develop a skill set referred to as “Financial Intelligence”. No matter who you hire to provide Financial advice, you need to be the driver of your financial plan and have a solid understanding of the options and tradeoffs. Following the crowd is not the answer; most of them are going in the wrong direction. The decisions you make now will help to determine how you will live in Retirement.

OZZIE KNEZOVICH
NATIONAL DIRECTOR | FIRST RESPONDERS

As Sheriff Ozzie was dedicated to reaching out to the community and our youth. He served on the following community outreach boards:
• The United Way
• The Salvation Army
• Frontier Behavioral Health (formally Spokane Mental Health)
• ARC of Spokane
• Boy Scouts of America
• Community Service Team
• Founding Board Member for the Spokane County Human Rights Task

KRISTI SCOTT
REGIONAL DIRECTOR - IDAHO

With a passion for service and a desire to improve quality of life for those she cares about, long term planning allows Kristi to achieve her personal and professional goals and ensure financial security for her clients through prudent planning, conservative investments, and lasting relationships. As the Idaho Regional Director, Kristi brings strong desire to create a culture of proactiveness, leading younger generations to a life of financial, physical, and mindful wellbeing.

KIRK WALD
RETIREMENT INCOME SPECIALIST

Kirk specializes in working with retirees and pre-retirees who desire financial security and a life-long relationship with a trusted advisor.  Kirk has helped hundreds of clients to enjoy dignified, worry-free retirements. Clients who have taken his advice have avoided unnecessary market losses and gained a sense of certainty about their future. Kirk’s approach is: “Great Offenses win games; great Defenses win championships”.

JEAN JACKSON
REGIONAL DIRECTOR | WESTERN REGION

Helping advisors and clients navigate through the Public Employee, Social Security and Personal Financial Retirement Mazes to maximize their retirement income through proper planning by integrating conservative savings plans, tax planning, best pension option choices, long term care planning and Social Security decisions.

DAVID M. BAILEY, LUTCF, FICF, AAI, CSA
DEVELOPMENT MANAGER

Helping advisors and clients navigate through the Public Employee, Social Security and Personal Financial Retirement Mazes to maximize their retirement income through proper planning by integrating conservative savings plans, tax planning, best pension option choices, long term care planning and Social Security decisions.