The Truth About Life
The Truth About Life
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Meet Bruce Weinstein
Background
•Registered Financial Planner
•Bachelor of Science, Arizona State University, 1987; with a major in Real Estate, and a minor in Finance
•Actively involved in the Financial Services Industry since 1988
•Developed and taught Financial Planning Strategies for physicians and surgeons at various residency programs in Chicago, Illinois and Arizona
•Founder of Premier Southwest Benefits Group, Inc.
•Founder of Premier Southwest Planning and Premier Southwest Insurance
Areas of Specialty
•Estate and Personal Tax Saving Solutions
•Disablity Income Specialist
•Business Succession Planning
•21 Years Experience with Employee Benefits
Charitable Organizations
•ASU Business School Foundation
•USA Hockey Foundation
•Society of St. Vincent de Paul
•Icemen that Care Foundation
Awards
•Industry's Million Dollar Round Table Award,Lifetime
•President's Council member, 2000 and 2002, The Guardian Life Insurance Company of America, New York, NY
•Council of Honor, 2004 to present, Ohio National Financial Services, Cincinnati, OH
•2006 President’s Inner Circle
•2008 Executive Council to the Ohio National Financial Services, Cincinnati
On His Free Days Bruce Enjoys:
•Spending time with his wife, Jenny, and three children: Skylar, Michael and Jack; and their three dogs, Kahala, Sugar and Hanalei
•Competitive ice hockey in the Coyotes Adult Hockey League (CAHL), golf, Triathlons and coaching son's football team
Premier Southwest Planning Group, LLC, Registered Investment Advisory. Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC one financial Way, Cincinnati, OH 45242 (513) 794-6794. The O.N. Equity Sales Company and Premier Southwest Planning Group, LLC are not affiliated