Joe Pantozzi
CLU, Chartered Financial Consultant
------------------------------------------------------
Anthony J. Faso, CPA
Associate / Representative
------------------------------------------------------
Cameron L. Christiansen
Associate / Representative
------------------------------------------------------
Walter G. Sullivan M.D., J.D.
Associate / Representative
------------------------------------------------------
Yvonne Z. Burke
Associate / Representative
 
 
Our Strategic Partners
 
Lizette B. Sundvick Esq
Recommended Strategic Partner
------------------------------------------------------
S. Craig Stone, II, Esq
Recommended Strategic Partner
------------------------------------------------------
Fraser Inouye, CPA
Recommended Strategic Partner
------------------------------------------------------
Ray Poteet
Recommended Strategic Partner
------------------------------------------------------
Tomas McFie
Recommended Strategic Partner

Ray Poteet
Recommended Strategic Partner
Phone:  785.842.8333
FAX:  785.842.2391
3110 Mesa Way
Suite A

Lawrence, KS 66049
www.alphaomega-fs.com

Click here to email Ray

Raymond C. Poteet is the founder of Alpha and Omega Financial Services in Lawrence, Kansas. That company was established in 1972 to sell insurance and has developed over the years to become a full service financial planning and investment firm. Today it services both the average individual and some of the top small business leaders from a variety of industries and professions. Much of the success of Alpha and Omega is due to the keen financial insight that Ray Poteet has developed.

He must be considered a success in the financial arena, not because of the money he has made for himself, but because of the dreams he has helped his clients achieve. Using his concepts and financial products, he has provided countless homes for families, numerous college educations for children, much better retirement living and more wealth passed to survivors for their continuing lives. It is virtually impossible to explain how much good his financial insights and counseling have done.

Naturally, Ray Poteet possesses all the required certification and training one would expect from a leader in a particular industry. Among the numerous accreditations and honors he has received are:

• Chartered Financial Consultant
• Registered Stockbroker
• Chartered Life Underwriter
• Life and Qualifying Member of the Million Dollar Round Table
• National leader in developing banks for small business and individuals through
   Infinite Banking Concept (IBC)
• Top Performance Awards from numerous Financial Institutions for many years
   running.

While the above are important to consider when selecting a financial advisor, it really provides only the minimum standards of professionalism. What makes a financial planner great is what truly guides him in all his dealings with clients. This area is what sets Ray Poteet apart from the rest of the pack. It started in his upbringing and is so much a part of him that he can do nothing else but follow his principles.

Social Media:  
http://www.facebook.com/people/Ray-Poteet/100001313007706http://www.linkedin.com/pub/ray-poteet/7/183/792
 
 
 
   
  How Privatized Banking Really Works
  Name:
 
  Email:
 
  Provide Your Name & Email
and download eBook
 
 
This presentation is based on the book, Becoming Your Own Banker - The Infinite Banking Concept by R. Nelson Nash. This concept utilizes certain whole life insurance products. The UNIFI Companies (Ameritas Life Insurance Corp., Acacia Life Insurance Company and The Union Central Life Insurance Company) are not affiliated with the author and do not endorse the concept. The UNIFI Companies, its agents, and representatives are not authorized to give legal or tax advice. Before determining whether the Infinite Banking Concept is appropriate for you, please consult with your own Attorney or CPA. We also recommend that you read the book and share it with your advisor prior to making any decisions involving the Infinite Banking Concept.