The Money Protector CEO and founder, Dan Mechem, has assembled an extraordinary team of unique, highly experienced, and credentialed financial professionals to serve our clients.
And that is especially timely given what we are all facing. Baby boomer alert: With inflation and a volatile economy, there is no more important time than now to build and protect your retirement income from our seasoned team of licensed experts.
Building Retirement Income You Can Count On
Never Run Out Of Money In Retirement
Heading up our retirement income generation team is Anthony DeStefanis, one of the pre-eminent experts in this field. Anthony DeStefanis. He has been in the financial services industry for nearly twenty years and holds Series 7, 66, 24, 53; Specialist/Expert Financial Planner; and Life and Health License, CA. He also has a certificate in Retirement Planning from the Wharton School of Business. Under Anthony’s guidance and direction, many clients have seen 2-4 times more income in retirement.
The Money Protector Strategic Partners
Wealth building is a team sport and a marathon, not a sprint. And we have assembled one of the best teams in the country. Including our tier-one strategic partners: Pacific Advisors, Wise Money Tools, Desert Rose Capital, Bell And Associates, Acumen Insurance, and Schecter Wealth.
The Money Protector team also includes some of the best and brightest tax attorneys, wealth and tax strategists, and tax mitigation experts. We have hand-selected these taxation experts to be on our team after a rigorous vetting process. Why? Because your retirement income is contingent upon knowing how to pay less taxes, so your hard-earned wealth is not eroded. Taxes and tax mitigation strategies are everything when it comes to building sustainable, generation wealth.