Social Security Update/Asset Protection Using Life Insurance (E2110264)

Ash is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of Social Security claiming strategies to maximize retirement income benefits. Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning: National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). Ash was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School. Ash has been published in numerous newspapers and magazines.

Jose Luis has over 20 years of experience as a Financial Representative. Through his core mission, Luis establishes trust, instills confidence and always strives to make a positive impact on the lives of his clients.

As part of his comprehensive financial services, individuals and businesses are accustomed to a very proactive and tailored approach, from in depth analysis and investment management consultation, retirement and insurance strategies to legacy protection.

In his spare time, Jose Luis enjoys giving back to the community through athletic oriented-charities supporting autism, multiple sclerosis and various others. Luis is also an avid sports enthusiast with specific interest in football, basketball, and golf.

Professional Certifications include Series 7, Series 63, Series 3, & Series 65. Life, Health & Accident Insurance Licenses in States of NJ, NY, PA, NV, IN, FL, CO, & CA.

Kevin has been helping his clients protect and achieve their financial goals for ten years. With his legal background, Kevin has focused on Estate Planning while providing solutions for both retirement and life long needs.

Graduating from Clemson University in South Carolina, Kevin went on to receive his Juris Doctorate from the Pace University of Law in White Plains, New York.

Kevin’s drive and passion to help his clients reach their financial goals has created working relationships that have blossomed into lifelong partnerships and friendships.

“By planning to achieve my clients dreams and goals I am able to protect their family and legacy, which is always my number one priority.”

Kevin currently resides in West Nyack, NY. He is a licensed Financial Advisor in NY, NJ, PA, VA, NC, NV and FL.