Our Advisors

Performance Financial has assembled a team of the top financial professionals with decades of experience is structuring these highly specialized insurance contracts. Our hand picked team spans the country and below are some of the facts regarding our collective experience:

• 1 NY Times Best Selling Author
• 3 Attorneys
• 1 CPA
• 2 Former Radio Talk Show Hosts
• 3 Certified Financial Planners
• 3 Chartered Life Underwriters
• 3 Chartered Financial Consultants
• 1 Former AALU President
• 2 Former Presidents of the Forum 400
• 1 Current President of the Forum 400
• 25 years of average industry experience