Retirement and Estate Planning Advisor
Allen McCroskey is an advisor who assists in retirement income planning, wealth preservation and transfer, and estate planning . His niche is in supporting those nearing or in retirement that need specialized planning using a variety of wealth planning moves such as life-time incomes, insurance products and Estate Planning information.
As co-founder of Secure Financial Group, he and his firm offer comprehensive management and planning strategies. It is his goal to educate the client to understand their options and to be involved in the financial decision-making.
Allen holds a BS degree in Business from The University of Tennessee. Professional education and affiliations include; Master Charitable Advisor representing donor funds for asset planning for Legacy Tree. He helped found and is a director of "Music To His Ears", which is a non-profit that provides instruments to youth that could not afford this privilege.
Winda L. Lingerfelt
Retirement & Estate Planning Advisor
Winda Lingerfelt is an advisor who gives professional assistance to clients of all ages in the areas of planning. His expertise is in wealth preservation and transfer, estate, retirement, long term care, key-man insurance, and living trusts.
He is recognized as a retirement specialist and carefully plans and personalizes his clients retirement futures to help insure against the loss of retirement dollars, running out of money, and that their estates pass to their chosen beneficiaries in the manner they desire.
Winda is an an Estate Advisor with the nationally recognized "Estate Planning Source LLC", which is a 30+ year old company geared toward helping people protect their assets with Revocable Living Trusts and estate planning. He works closely with each client to provide a compassionate, personalized service after the planning has been completed to ensure efficient and accurate implementation of their plan.
Background: Winda has over 20 years in the insurance and financial products industry.
Education: Austin-Peay University
Military: 3 years
Family: Married with 2 daughters and 4 grandchildren
Active church member
Frank (Bucky) Minter
Retirement & Estate Planning Advisor
Bucky Minter's financial background is in banking. He has been involved in sales management for most of his career and is very experienced in the areas of wealth preservation, estate planning tools, income planning and charitable planning.
He loves helping people figure out where they are financially and then put together a "financial road map" to assist them in achieving their goals.
Family: Bucky is married and has two daughters.
Douglas L. Waterman of Waterman Law Firm
Attorney, Estate Planning, Business Law & Contracts, Intellectual Property Law
Doug is a client-focused attorney offering a broad range of legal services to a diverse client base. He is experienced and knowledgeable in representing many businesses as well as private individuals in the state of Tennessee.
He assists clients of Secure Financial Group as an independent attorney, with all the legal requirements involving those who require Revocable Living Trusts for their estate planning.
Life, Health, Property and Casualty Producer
Taylor McCroskey is the head of our Life, Property & Casualty division as well as marketing/communication for our company.Taylor McCroskey is the head of our Life, Property & Casualty division as well as marketing/communication for our company.
Taylor graduated from Donelson Christian Academy in 2010 and attended The University of Tennessee at Chattanooga for Business/Management. He has worked since then in the area of Third Party Logistics and Human Resources management before joining Secure Financial Group in 2016.
Taylor is licensed and retains the certifications to offer many types of insurance through our independent insurance agency. Below is a partial list of areas he may serve you in:
· Business and Personal insurance
· Employee benefits
· Life Insurance
· Professional Liability Insurance
· Individual Health Insurance
Taylor believes in truly taking care of his clients. He delivers solutions that are customized for each individual’s needs.