Kevin Harrington (left) is the inventor of the infomercial, original Shark on Shark Tank, and Pioneer of the "As Seen On TV" Industry. He has launched over 500 products resulting in more than $5 Billion in sales worldwide. Dan and Mark have had the opportunity to work with Kevin to help build a great business for their clients.
Robert Jordan (left) is an Inc. 500 CEO and founded Online Access, the first Internet-coverage magazine in the world. After the sale of Online Access, Jordan launched two companies: RedFlash, an interim management team; and interim CEO/interim CFO, a worldwide network for interim, contract, and project executives. Dan and Mark have had the opportunity to travel and work with Robert in Chicago.
James Malinchak (left) is recognized as one of the most requested, in-demand business and motivational keynote speakers and business marketing consultants in the world. He was featured on the Hit ABC TV Show, Secret Millionaire and was twice named "College Speaker of the Year." James has delivered over 2,000+ presentations for corporations, associations, business groups, colleges, universities and youth organizations worldwide. James is currently a business advisor to Dan and Mark.
Dan and Mark are the co-creators of a unique process called "The Protected Retirement Process™. It's a transformative 4 step process to help people avoid the pitfalls and hidden obstacles when it comes to retirement planning. Their process is repeatable, predictable and sustainable and its goal is to help people reduce income taxes, to ensure that their investments last throughout retirement and to provide the retirement dream that people envisioned. They also co-authored a book "Retire Abundantly" which discusses The 4 Pillars of Retirement as well as actual stories of people who did it right and who didn't. In fact, that's what motivated Dan and Mark to create their process and to help people who were being taken advantage of by the financial services industry.
When Dan and Mark were recruited into the financial service world, they were thoroughly disappointed to learn that industry was training advisors to take financial products and jam them into people's situations. It was like taking square pegs and pounding them into round holes. People needed custom solutions, but the industry was taking assembly line solutions and everybody was getting the same thing! The media continues to sell the DIY (Do It Yourself) in financial or investment planning and that is how Dan and Mark have seen DIY scenarios turn into bad results.
Both Dan and Mark are nationally-recognized Financial Instructors, Authors, Speakers and Wealth and Tax Planners. Their professional insights have appeared in various publications, including New Hampshire Union Leader, Business NH Magazine, MarketWatch, Reuters, Boston Business Journal, and Seeking Alpha.
Dan has instructed attorneys, accountants, bankers, and financial planners in advanced tax reduction, retirement and estate planning. In addition to sharing his expertise, he is a lifetime learner, achieving the advanced designations of Certified Financial Planner™ and Accredited Estate Planner®.
Mark's passion for rigorous professional training began during his dozen years of service in the United States Army and has continued as he has earned the designations Certified Financial Planner™, Chartered Retirement Planning Counselor®, and Accredited Estate Planner®
They are the co-founders of Granite State Retirement Planning, Inc., an independent Registered Investment Advisor.
They have been assisting individuals, families and business owners since 1993 and their retirement seminars have been widely attended. Their clients take great comfort in their service-oriented approach to helping them identify their visions, priorities and developing strategies to pursue their unique goals.