Thank You for Securing Your Seat in Our Webinar!
What You’ll Learn in This Free,
Eye-Opening Session:
- Common misconceptions about taxes in retirement
- How Required Minimum Distributions (RMDs) can wreck your plan
- How SECURE ACT 2.0 might impact you and your children
- Why you might think you’re diversified, but you’re probably not
- Simple, actionable steps to legally lower your tax bill
- How to build an IRA conversion strategy custom to your situation
- THIS IS STRICTLY EDUCATIONAL
- NO PRESSURE
- SO SALES PITCH
- NO PRODUCT PUSHING
Stefan “Andy” Andrews, CFP®
Army Veteran, Fiduciary, Certified Financial Planner
KNOW MORE
ABOUT THE PRESENTER
Andy Andrews didn’t grow up with wealth—but he grew up with values. Raised in a hard-working, blue-collar family that qualified for reduced lunch, he learned early on what grit, responsibility, and perseverance really meant. His father, like many in Andy’s family, was a mechanic. And while they didn’t have much, they had each other—and a deep respect for honest work.
At 19, Andy joined the U.S. Army, a path planted in him by a close family friend who was a recruiter. Over the next 15 years, Andy would move 13 times and deploy overseas, gaining life experience and leadership lessons that no classroom could ever teach. It was on a forward operating base in Afghanistan where his passion for finance unexpectedly began—reading investment books between missions and helping fellow Soldiers open IRAs.
Today, Andy is a CERTIFIED FINANCIAL PLANNER™ professional. He has managed over $100 million in client assets and built award-winning advisory teams.* He is currently pursuing his RICP® designation, further deepening his expertise in retirement income planning.
Andy specializes in helping families and individuals develop smart, tax-efficient strategies across all areas of financial life—investments, retirement income, insurance, estate planning, and more. His mission is to help people who’ve worked hard for their money build a plan that protects it, grows it, and gives them the freedom to enjoy the life they’ve earned.
Andy now lives in Naples, Florida—his own slice of paradise—with his wife of 13 years, Catie, and their two sons, Aiden and Luke. When he’s not helping clients secure their financial futures, you’ll find him on the golf course, out fishing, or playing his alto saxophone.
Andy Andrews is a registered representative of Osaic Wealth. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. This presentation is for informational and educational purposes only, and all examples are hypothetical illustrations that do not predict or guarantee investment performance. Actual results will vary based on market conditions, tax law changes, and individual circumstances. I am not a licensed tax or legal professional, and any tax or legal information should be reviewed with a qualified advisor. Nothing in this presentation constitutes a recommendation, and investing involves risk, including potential loss of principal. Past performance does not guarantee future results. Tax laws and financial regulations are subject to change, and any strategies discussed should not be considered personalized advice. Consult a licensed tax or legal professional before making any financial decisions.