Tony Desch J.R. Toland - Savage and Associates

Transcription

Tony Desch J.R. Toland - Savage and Associates
J.R. Toland
Tony
Desch
President and CEO
Registered Representative
Employee
Benefit Consultant
Registered
Representative
J.R.
Toland
has been
member ofpersonal
Savage andwealth
Associates
since 1984. His area
Tony
Desch
has aprovided
management,
of expertise involves assisting small business owners and corporate executives
life
insurance,
and disability
insurance
planningplans and
secure comfortable retirement
plans.
He specializes
in designingincome
tax-efficient
business succession
since
1998,
specialized
in the
of best
Business
Owners,
Credit
Unions,
Practicing
executive
benefit
plans that attract
andneeds
retain the
and brightest
people.
He helps
business
owners design a
plan
for
retirement
that
does
not
solely
rely
on
the
sales
of
the
business,
and
makes
sure
that
their
estate plans
Physicians and New Entrepreneurs. Tony helps all of his clients reach their lifestyle
are designed to minimize taxes.
and financial goals by providing a game plan for success and assisting each client in
Education
the
evaluation and proper management of their financial resources.
J.R. graduated from the University of Toledo in 1985, with a bachelor’s degree in finance. He has received his
Chartered Life
Underwriterand
(CLU)
designationExperience
along with his Series 6, 7, and 63 securities registrations.
Financial
Strategies
Insurance
Personal
For
over
years,
builtOhio.
his business
personal
clientele
basedand
onScott.
trust,
J.R. and
his14
wife,
Beth,Tony
live inhas
Holland,
They have and
four children:
Nicole,
Troy, Hallie,
J.R. is
very active in his
children’s
lives, including
coaching
also strongly
in giving
back to his
relationship
and
expertise.
“My goal
is to football.
use my He
experience
tobelieves
provide
effective
community. JR has served his local church as the Fundraising Chairman and was President of the Athletic Board
advice
produce
a solution
my
clients’
unique
situation.
The best
result
is towhere
for sevento
years.
In addition,
J.R. hasfor
been
involved
with
the mission
of the Multiple
Sclerosis
Society,
have
individual
or afundraising
businesscommittees
feel greatand
about
where
they
are financially
dueCurrently
to the
he has an
served
on numerous
held the
position
of Chairman
of the Board.
J.R.
is
serving
on
the
Central
Catholic
High
School
Board
of
Directors
in
Toledo
as
the
Finance
Committee
Chair.
value I have brought to the process.”
Personal and Community Connections
Registrations:
Contact:
Tony and wife, Kelly live in Maumee, Ohio with sons, Ethan and Ross, and daughter,
419.725.7329
Securities
in FL, GA,
IN, MI,Maumee
NC, OH, parish and Lial Catholic School,office:
Gianna.Registered
They support
St.IL,
Joseph
where
Tony
OK, WI
sits on the board of trustees.
jr.toland@savageandassociates.com
Registration Series 6, 7 and 63
Designation:
CLU (Chartered Life Underwriter)
savageandassociates.com
License and Designations:
Contact:
Savage & Associates, Inc. 4427 Talmadge Rd., Toledo, OH 43623
Licensed
CO,services
FL,offered
IN, through
KY, MI,
NC,Associates,
OH, TX,
WI,
WV Insurance and other services offered through Savage and Associates, whichoffice:
419.725.7287
Securities andin
advisory
Royal Alliance
member
FINRA/SIPC.
is not affiliated
with Royal Alliance.
Securities Licenses Series 6, 7 and 63
tony.desch@savageandassociates.com