Financial Planning With Care
Who We Are
Most people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by us understanding you and what services (Estate Planning, In-force Annuity Reviews, Life Insurance Reviews, Investment and Risk Analysis Review, Retirement Income Planning, Medicare and Health Insurance Reviews) will best serve you.
Scroll Below To Learn More About The Asset Positioning Services Team!
“My mission is to help you with the safest and highest possible yield with financial products that follow your true purpose for money. The easiest, most convenient, fastest, and most affordable way for you to establish your financial and estate planning goals.”
–Randall Baxter
Asset Positioning Services
Meet The Team
Randall Baxter
President
Randy Baxter is a professional advisor who specializes in assisting people in designing their estate planning portfolios.
He received his BS in Education from the University of Tennessee in 1977 and taught elementary and college for six years. He entered the financial services industry in 1983 with the New York Life Insurance Company and began work as the training supervisor of the East Tennessee offices in 1985. His status as the go-to person for product knowledge and plan design helped him realize that to help the most people, it was best to work as an independent trainer with agent responsibilities and specialize in estate planning design. In 1987, he opened Asset Positioning Services, an independent estate planning organization.
With forty years of experience working with clients, attorneys, CPAs, and licensees all over the USA using Family Estate Docs Software, Randy is in a position to help your clients and all financial service professionals, whatever their needs are in wealth accumulation, preservation, and distribution.
As author of the book APPROACH PLAN SUCCEED, and originator of the GO TO first interview for estate planning, Family Tree Asset Positioning, Randy is in a position to secure the desires of his clients and enhance the value of your financial services career with his coaching programs.
Estate planning is the new wave of the future for financial services organizations all over the USA. Learn from the best, use the best software, have the best price, and get unlimited coaching on demand by appointment.
It’s a no-brainer!