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