Our guests on this week’s Financial Fridays included Clare K. Levison and Stan The Annuity Man. Mike Rosten, CPA, CFE was the guest host for Scott Taylor.
Clare K. Levison is a certified public accountant and national financial literacy spokesperson for the American Institute of Certified Public Accountants (AICPA). She has appeared on major radio and television networks across the country and has served as a member of the Virginia Society of Certified Public Accountants (VSCPA) Board of Directors. She was named one of the 2010 Top Five CPAs Under Thirty-Five by the VSCPA. Clare has more than a decade of corporate accounting experience and is also an active volunteer, serving as PTA president, Girl Scout leader, and Sunday school teacher. She lives in Blacksburg, Virginia, with her husband and two daughters.
Stan The Annuity Man a.k.a. Stan Haithcock, is a nationally recognized expert on annuities known for his transparency, honesty, and endless research. He has spoken at every major financial trade show in the United States. He is rigorously independent, representing all major carriers that meet his uncompromisingly high standards. With a financial background that spans some of the major wirehouse organizations such as Dean Witter, Morgan Stanley, Paine Webber and UBS, Stan brings to his clients an informed clarity and “insider” wisdom that makes him extra careful and cognizant of risks and how to avoid them. In 2005, when Stan became Stan The Annuity Man he determined that each client deserved his undivided personal attention and that his mission was to become a trusted member of each client’s “Financial Team.” That meant he would be known for fly-to-your-home coast-to-coast service. Today Stan does indeed have clients nationwide. Stan and his wife, Christine, reside in Ponte Vedra Beach, Florida with their two daughters and their Shih-tzu, Cutie the Wonder Dog.
If you have any questions about anything discussed on the show, or if you would like to be a guest, please contact Financial Fridays host Scott Taylor at firstname.lastname@example.org or 702-384-1120. Scott W. Taylor’s tax practice focuses on services for a wide range of clients including real estate partnerships, limited liability companies, large and small closely-held corporations and not-for-profit organizations. He started with PBTK in 1992 and was made a Shareholder in January 2005. In addition to his tax work, he also provides services for business consulting, deal structuring, receivership and litigation support services.