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Strategic Alliances of Wealth Financial Partners, LLC


Ed Slott and Company, LLC, provides timely and accurate IRA education to hundreds of thousands of financial advisors and consumers throughout the year. We are on a mission to match consumers with competent, educated financial advisors. Known as “America’s IRA Experts”, Ed Slott and Company offers various training programs and educational products such as Ed Slott’s 2-Day IRA Workshop, Ed Slott and Company’s eSeminar Series and Ed Slott’s IRA Advisor newsletter.

Ed Slott’s Elite IRA Advisor Group℠ was created in 2005 as an exclusive membership group dedicated to being leaders in the IRA industry. These advisors receive continuous training from Ed Slott and Company via 2 workshops per year, periodic webcasts, email alerts and support from our IRA Technical Consultants. There are currently over 350 members throughout the country armed with current, cutting-edge IRA information to help service their clients Ed Slott and Company does not sell nor endorse any financial products. Ed Slott and Company is an educational company created to help financial institutions, financial advisors and insurance companies become recognized leaders in the IRA marketplace.

*The professionals listed are not affiliated with WFP & Independent Financial Group, LLC (IFG).


 



James J. Costello, Jr., Estate Planning Attorney -Mr. Costello holds a Master of Laws in Taxation from Georgetown University Law Center and is admitted to the New Jersey, Connecticut, and District of Columbia Bars as well as the United States Tax Court. He is a member of the Sections on Taxation and Real Property, Probate & Trust Law of the American & New Jersey Bar Associations.  Mr. Costello is a Member of the law firm of Norris, Mclaughlin & Marcus Attorneys At Law., located in Bridgewater, NJ.  His practice is concentrated in the areas of wills, trusts, general estate planning, sophisticated estate and gift tax planning, estate administration and elder law. ( James is not affiliated with IFG.)




W. Scott Howell, CPA

Scott is a Certified Public Accountant licensed to practice in New Jersey. He was a Revenue Agent with the Internal Revenue Service for over 39 years.

After a career of increasingly more challenging assignments Scott spent his last 14 years with the IRS as a Financial Products Specialist assigned to Team Audit cases examining some of the largest, most complex and diverse domestic and international companies in New Jersey. These examinations required him to give technical assistance on specific issues involving specialized knowledge of financial accounting and auditing, as well as advanced knowledge of tax law.

Scott’s particular expertise is in the area of Partnership taxation. Scott served as the Partnership Issue Specialist for New Jersey for a number of years while at IRS. He has assisted on both civil and criminal litigation and has testified as an expert witness in United States Tax Court.

The last few years Scott has worked independently representing NJ taxpayers with regard to all manner of tax controversies at both the Federal and State level.

Scott has lived in New Jersey native where he currently resides in Essex County with his wife Beth and their two sons Ryan and Dylan.





George C. Van Dusen IV (President) &  Victoria Van Dusen-Roos (Vice President - Head of Operations)-Diversified Brokerage Services (DBS) is one of the largest life brokerage general agencies in the United States and your one source for handling all your brokerage needs. We make doing business easier and more profitable for you!

We provide brokers, agents, and financial planners with the highest level of service and one of the most comprehensive selections of Life, Annuity, Disability Income and Long Term Care products available.

DBS was founded in 1968 as a brokerage wholesaler representing multiple carriers serving the upper midwest. Our goal was to provide a single outlet for insurance agents to supplement the products provided by their primary carriers. Over time we developed a number of business relationships with national and regional distribution systems and by 1989 had become a national organization with licenses in all 50 states. (WFP & DBS are unaffiliated Companies)


*The professionals listed are not affiliated with WFP & Independent Financial Group, LLC (IFG).