Robert Tonachio
Murfreesboro, TN (USA)
Role(s):
Robert James & Associates, Inc
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Startup
Location:
Murfreesboro
Industry:
Insurance
Year Founded:
1992
Number Employees:
INVALID
Description:
The Company is in the process of launching one of the most exciting concepts ever to appear on the financial services scene. The company's emphasis is on addressing the needs of the 60 million people in the United States that are over the age of 60 or approaching the age of 60. Senior Retirees and Pre-Retirees(known as "The Baby Boomers"). This segment of the population has accumulated:
Over $45 trillion in wealth... $10 trillion in mutual funds, over $4 trilion in 401k plans, Over $3.67 trillion in IRA assets with the balance in bank instruments and real estate values to be passed on from one generation to another.
The company is currently marketing an "Inter-generational Wealth Transfer System that has proven to be very attractive to three generations in the transfer of wealth.
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