Jeffrey A. Bettermann, RFC^®

During a 25-year career, Jeff has helped over 1,000 families navigate retirement. Currently, Jeff serves as a consultant and mentor to other financial professionals across the country on various types of asset management and income planning strategies.

In 2010, he was a delegate at the Kehrer-LIMRA Retirement Income Planning Roundtable Discussion in Dallas, TX.

In 2017, he was a guest speaker for the National LIMRA Retirement Industry Conference in Orlando, FL.

Most recently, Jeff was featured in Forbes Magazine, Yahoo Finance, Bloomberg, Apple News, and Market Watch. Jeff also has volunteered for the Golden Retriever Rescue, raised money for Muscular Dystrophy, and served as a board member for the Ft Myers Police Foundation.