Our founder and chief strategist is J. Barry Watts who for a third of a century has helped people retire, reduce their taxes, generate tax-free retirement income, sell their business, and preserve their legacy. He served as a Certified Financial Planner from 2000-2001, and is authorized by the IRS to represent taxpayers in disputes with the Internal Revenue Service.
Barry is committed to sharing that 30 years’ worth of knowledge and regularly speaks to groups across the nation and on the high seas. He’s been recognized by his industry’s Hall of Fame, and brought keynote addresses to the National Investment Bankers Association in New York City, the Credit Union Executive Society in Denver, and the Financial Services Exchange in Los Angeles. If you are interested in having Barry speak to your group, please click below and submit the Speaking Inquiry Form.