R. Andrew Flores, CLU® advises families and businesses throughout the U.S. who seek straightforward solutions regarding asset protection, portfolio management/income distribution, and estate planning strategies. Together they develop a holistic life plan that manages decision-making processes to minimize tax inefficiencies and maximize investment opportunities among all asset classes.
Mr. Flores was introduced to the financial services industry while interning at Merrill Lynch at 18 years of age. Since then, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with success and significance.
Andrew is a Retirement Planning Specialist with a diverse clientele ranging the blue-collar refinery worker to the most discerning Wall Street executives. He is frequently asked to provide content & perspective regarding wealth management and retirement planning for The Chicago Tribune, InsuranceNewsNet Magazine, and other national publications.