The Founding member of our team is Troy A. Dawson, LUTCF. Since 1994, he has provided experience and financial service in the areas of insurance and investment risk management for retirement and non-retirement investment accounts. He completed The Wharton Retirement Program through the University of Pennsylvania and Bachelor of Arts in Banking and Finance at Morehouse College. He received certification in Long Term Care by the Corporation for Long Term Care and is a Life Underwriter Training Council Fellow.
Troy's client relationship model is to provide education. The final step is implementation of a strategy that has been well designed. Troy distinguishes himself by helping clients access retirement and investment money. The focus is on wealth accumulation and the tax codes of how to get money back out of retirement plans while helping to minimize taxes! Troy's dedication to the consumer public is to prepare clients to understand " the unasked questions " !
"My dedication to you is to educate you first, and challenge what you have always been told with implementation of a strategy that provides for contingencies (e.g., liquidity for emergencies, survivor benefit planning or an exit strategy for a business). It is Reliant Financial Group's mission: To provide consumer education, guidance and step by step implementation to help attain personal financial goals."