Who We Are

Dan Cuprill is a Certified Financial Planner™ and president of Money & Clarity, a wealth coaching firm located in Cincinnati, Ohio.  A graduate of the University of Iowa, he earned an MBA from Northwestern University.  His firm specializes in helping people prepare for financial independence by employing a holistic planning system called Retirement Rescue.  He is the author of several books including Retirement Rescue and Defuse: 7 Steps to Saving Your 401k from the Ticking Tax Time Bomb.  He is also the host of the podcast Solving the Financial Puzzle.

Dan & his wife Beth split their time between Cincinnati, OH and Franklin (Nashville), TN and maintain offices in both cities.

Fred Taylor is a wealth and investor coach, founder and President of Professional Associates Wealth Coaching, Inc. located in Marietta, GA.

A navy veteran, he attended and graduated from Upsala College where he was the first recipient of the scholar/internship program offered by Northwestern Mutual Life Insurance Company. Upon graduation, he began his career with Home Life of NY. Subsequently, he worked with former Congressman Eugene Keogh and with the Medical and Dental Associations in the New York and New Jersey metropolitan area providing endorsed Retirement Plans to their members. He then spent five years with Wall Street firms prior to relocating to Atlanta in 1973

After relocating, he formed Professional Associates of Atlanta, the predecessor to his present firm. During this period, Fred was responsible for creating the first endorsed financial planning program for a professional association. Concurrently, he was an early member and proponent of the financial planning and Certified Financial Planner movement. He has earned the professional designations: Chartered Life Underwriter (CLU) in 1975, Certified Financial Planner (CFP®) in 1978 and Accredited Investment Fiduciary (AIF®) in 2005. He is a member of the Society of Financial Service Professionals and the Financial Planning Association. For the last several years and currently he has been selected as one of Atlanta Magazine’s “Five Star Wealth Advisors.”

As an active speaker, lecturer and writer, Fred has spoken and taught at numerous national and international professional conferences, symposiums and civic events as well as having authored several published articles. He has appeared on programs with such notables as former President Gerald Ford, Former Israeli Foreign Minister Abba Eban, and noted investment icons such as Sir John Templeton and Phillip Carret. He has been profiled in Business Atlanta and had been a regular guest on WRNG & WSB radio in Atlanta. As a coach to his clients, he considers most rewarding, the time that he spends teaching, lecturing and mentoring. He teaches the “Investor Education Seminar” series, a four year, quarterly program for investors as well as a monthly class: “Separating Investment Myths From Truths.” Additionally, he also conducts periodic “Investor Boot Camps” for individuals and group entities. 

An avid sportsman, Fred is an active scuba diver and tennis player and holds a National and two Southern Sectional Championships as well as several state and local titles. He currently resides, with his family, in Marietta, GA.

Books:

The Lies My Broker Taught Me and 101 Truths About Investing. Co-authored with Mark Matson.

• The Perceptive Investor’s Manual.
• Free Market Investing – A Winning Investment Philosophy
• Ethics In Investing -- Editor

Films: Navigating The Fog of Investing. Jointly, with Abundance Technologies and McGriff Productions

TV: Contributor & Executive Associate, Nationally shown Public Broadcasting “special:” Mark Matson’s Main Street Money

Note: Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. 

https://fivestarprofessional.com/awardwinner/44058

After several years in the retail field where she managed several retail outlets Judie transitioned to managing the office of Professional Associates. Her focus is primarily on client interactions, marketing and editing of materials used for client information such as our books and various media as well as our ongoing blogs and "Commentaries." She also travels both nationally and internationally as part of the firm's ongoing due diligence and investigations of economies and product providers. As the "hostess with the mostest" she creates all of the social events and meetings for the firm, which makes her probably our most popular firm member.

After four decades in the financial industry I have a unique expertise in helping clients grow and protect their money.  I have had a securities license and insurance license.  I have helped plan and settled an estate. As an entrepreneur and business owner, I have found unique opportunities for building and keeping wealth that many advisers overlook. I have been in the trenches with attorneys, accountants, insurance agents, stock brokers and financial planners.  My clients will say that my view of financial planning is radically different for helping individuals and working with advisers.  Unlike sales people pushing products designed as “financial planning”, I have maintained my independence to best help clients with solutions, while sharing options that work best. 

Financial planning is not about buying products.  It's an ongoing process to make wise choices about your money that help you achieve your goals in life.