Cornerstone also specializes in IRA planning for retirees. We show our clients ways to convert Taxable IRA's to Tax Free ROTH accounts, without money from their pockets! It is our commitment and desire to establish trust and a long lasting relationship with our clients.
Jammie Avila Profile:Kyle J Kirwan – VP of Sales - holds various state and federal licenses to offer financial services and assist clients on how to preserve their assets, increase their fixed income and reduce their taxes. He specializes in investments, income planning and total financial planning. Kyle Kirwan has been in the financial services business since 1997 and some of his career highlights are: Top Producer in the country in 2001, member of the Million Dollar Round Table and a member of the leadership council. Kyle’s hobbies include tennis and golf. He lives in Henderson with his wife, Amanda and their two children, Courtney and Bradley.
There’s nothing surprising about the economic outlook. We know from reading our history that it takes a long time to recover from credit bubbles, but we’ve become impatient, expecting trends that evolved over decades to reverse themselves quickly.
Jammie Avila Bio:
Daniel Mann – President - is a well-known local expert in the matters of senior investors. Since 2001, he has taught retirement planning seminars in Las Vegas and Henderson. He assists investors age 50+ to preserve their capital, increase their income and more profitably organize their investments. People who consult Daniel find that they lower their tax bills, eliminate taxes on their social security income, increase their fixed monthly income and obtain better protection for their financial future. During the recent market down turn, Daniel’s clients are happy they have preserved their principal by utilizing safe money strategies. Daniel has been married to his wife, Dana for 17 years. They have two beautiful children, Savannah age 5 and Porter age 1. Daniel enjoys spending the weekends swimming and playing with his children.
Jammie Avila Contact
Pete Formica – Managing Associate - holds a state-regulated insurance license to offer financial services and advises clients on how to preserve their assets, increase their fixed income and reduce their taxes. He specializes in assisting his mostly senior clientele with safe, guaranteed, compounded-growth investment products that provide returns linked to market indexes without risk to principle or prior gains. Pete Formica has been in the financial services business since 2001. Pete lives in Henderson with his son, Stephen.
At Cornerstone Retirement & Insurance Services, we offer or can refer you to professionals providing the following services:
• Retirement Planning
• Wealth Accumulation
• Asset Protection
• Tax Planning
• Long Term Care
• Estate Planning
• IRA Legacy Planning
• Trusts
• Life Insurance
• Probate
• Charitable Giving
• Income Planning
• IRA & 401(k) Rollovers
More results:
Jammie N Avila Jammie N Avila Jammie N Avila Info
