The Best Press Release Distribution Service To Gain Exposure Within Budget

HomeBusiness Press ReleasesFiscal Designs Broadens...

Fiscal Designs Broadens Reach with Peaceful Portfolio® Through Strategic Agent Expansion

March 11th, 2024 – Fiscal Designs, a premier financial services and insurance firm based in Tacoma, WA, proudly announces the addition of four new agents to its team: Joshua and Amanda Cantrell in Poulsbo, WA, Zachary Gunsolley in Diagonal, Iowa and Amanda Schwering in Stratford, IA. This strategic move is set to enhance the firm’s capacity to cater to a broader demographic, particularly targeting individuals at or nearing retirement age who seek secure investment options amidst market uncertainties.

The Cantrells, a dynamic husband-and-wife duo, Mr. Gunsolley and Ms. Schwering bring to the table a wealth of experience and a shared commitment to the financial well-being of their clients. Their incorporation into the Fiscal Designs family represents a significant leap forward in the firm’s mission to deliver its trademarked investment solution, The Peaceful Portfolio®, to a wider audience. This unique offering is designed to provide clients with a worry-free investment experience, featuring guaranteed protection against loss, the potential for competitive gains, and zero advisor fees.

The Cantrell’s, reflecting on their new association with Fiscal Designs, emphasized the alignment of the firm’s values with their own, particularly the shared dedication to serving military veterans and their families. Zachary (Zach) Gunsolley and Amanda Schwering highlighted the Midwest’s demand for investment solutions that offer growth potential without sacrificing security, underscoring the Peaceful Portfolio® as an ideal solution.

Todd Friedman, Owner and Founder of Fiscal Designs, expressed his enthusiasm about the expansion, noting the Peaceful Portfolio® as a cornerstone of the firm’s approach to investment and insurance needs. He emphasized the product’s appeal to investors seeking stability in volatile markets, free of the burden of financial advisory fees.

The Peaceful Portfolio® stands out for its emphasis on principal protection, tax advantages, and the absence of advisory fees, making it an attractive option for investors wary of market fluctuations and unnecessary expenses. It is a testament to Fiscal Designs’ innovative approach to investment, offering a blend of security and growth potential.

Todd Friedman, a distinguished West Point graduate and former Army Major turned entrepreneur, brings a wealth of expertise to the table, with successful ventures in financial services, healthcare, and real estate. His personal endorsement of the Peaceful Portfolio® underscores the firm’s commitment to offering reliable, tested investment solutions to its clientele.

About Fiscal Designs

Fiscal Designs is at the forefront of creating tailored investment and insurance strategies for clients nationwide. With a team led by Todd Friedman, the firm draws on extensive experience across various sectors to solve complex financial challenges and achieve lasting success.

For more information on Fiscal Designs and the Peaceful Portfolio®, visit FiscalDesigns.com and PeacefulPortfolio.com.

Media Contact
 
Company Name:
Fiscal Designs
 
Contact Person:
Todd Friedman
 
 
Phone:
(954) 999-8423
 
Country:
United States
 
Website:
 
spot_img
spot_img
spot_img

Continue reading

Writing for Social Change – Planting People Growing Justice Leadership Institute Launches New Writing Competition

Planting People Growing Justice Leadership Institute Launches New Writing Competition Focused on Social Change Planting People Growing Justice Leadership Institute (PPGJLI), an organization dedicated to empowering communities and cultivating leaders through education, has announced the launch of its newest initiative,...

Langston University’s Dr. Charles Mambula Honored At The 10th Annual Taf Awards

Langston, OK - July 18, 2024 - Langston University proudly announces that Dr. Charles Mambula, a distinguished professor at the Langston University School of Business, has been honored with the TAF Dignitary Award of Supreme Excellence. The prestigious award...

Swifto Expands Further into North Carolina with Acquisition of Little Friends

Swifto, a leader in technology-driven pet care services, is excited to announce its acquisition of Little Friends, a well-established pet sitting and dog walking company based in Charlotte, North Carolina. This acquisition marks Swifto’s second strategic expansion into North...

Thank You! Your Press Release is submitted

Sign In

Register

Reset Password

Please enter your username or email address, you will receive a link to create a new password via email.