SHARP FINANCIAL SERVICES INVITES YOU TO JOIN US FOR OUR NEXT COMPLIMENTARY SEMINAR.
TO LEARN MORE ABOUT OUR SEMINARS, CALL OUR OFFICE AT 870-935-6681
Kevin has been helping retirees and pre-retirees as a financial advisor since 2009 and joined Sharp Financial in 2012. Kevin helps his clients with strategies to maximize spendable retirement income while potentially reducing or eliminating market risk, tax risk, and the risk of out-living savings, as well as wealth accumulation and legacy goals. Kevin is a licensed investment advisor representative and licensed for life and health.
Jill began working with Sharp Financial Services in 2005. She acquired her Arkansas Insurance License in 2008 to better help and serve clients. Jill enjoys spending time on the lake, playing with her dog and working in her yard. She and her husband have two children.
Ash has been with Sharp Financial since early 2022 after working at Arkansas State University in their Sponsored Programs Accounting department. He graduated from ASU with a finance degree as well as a minor in accounting.
Ash helps clients maximize retirement income while identifying where they may be losing wealth unknowingly or unnecessarily through potential financial risks in retirement.
Ash is also licensed in life and health insurance to provide clients with wholistic retirement planning including Medicare supplementation suited to client needs.
Many of the most commonly used retirement solutions have become much less effective and unsafe in today’s market place and tax environment. Our team at Sharp Financial takes pride in helping our clients formulate solutions that make certain they never outlive their money, giving them peace of mind so they can enjoy their retirement years and leave something behind for their families.
Will market volatility and tax risk take a toll on your ability to build and preserve wealth? Our ongoing research, unique product offerings, and proven experience help ensure that our clients’ finances are intact when they need them most.
Nearly everyone uses financial leverage whether they realize it or not. What many don’t realize is that they are losing hundreds of thousands, if not millions, of dollars over their lifetimes due to poor use of leverage. Our team at Sharp Financial can help you stop the losses and put that money back to work for you.
November 7, 2024
Maximizing your Social Security benefits and Minimizing your Taxes
603 B Southwest Dr.
Jonesboro, AR 72401
P: 870-935-6681
Kevin Pulliam is an Investment Advisor Representative offering investment advisory services through Brookstone Capital Management, LLC., a Registered Investment Advsior. Insurance and annuities offered through Kevin Pulliam and Jakey Sharp, AR Insurance License #129994/832248.
and looking for investment guidance
and need to plan for the next stage of my life
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and want to get the most value out of my investments