Our Retirement Strategies Team
Jamie H. Blumenthal
Jamie earned his BSBA from The American University in Washington D.C., passed all sections of the Certified Senior Advisor Program and has been licensed to sell insurance since 1985. He also qualified for the Million Dollar Round Table (MDRT), an international, independent association of the world’s leading life insurance and financial services professionals with a rich tradition of sharing knowledge for the benefit of clients.
As a financial services professional, Jamie believes in a consultative approach to the planner-client relationship. With over 30 years of professional experience in Strategic and Legacy Planning, Jamie provides a simplified, hybrid and helpful approach to asset accumulation and wealth protection that considers the forces of future inflation, market volatility and the fluctuating interest rates of a global economy. As an Early Retirement Specialist, his focus is on helping people near or entering retirement achieve a tax-favored strategic plan balanced for growth and an income that cannot be outlived. Together with his wife, Nancy, they are known for their knowledgeable and responsive answers to complex questions and their practice of taking care of clients like they are one of the family.
As an agency, Retirement Strategies and Solutions has access to over 30 companies whose products and services allow advisors a wide range of helpful solutions to apply to the specific goals and objectives of each client. Their mission of helping protect your money in any market is championed through their partnerships with other dedicated professionals who have extensive experience and expertise in their fields of legacy planning, probate avoidance, and tax saving strategies.
Jamie H. Blumenthal, CSA, is President and CEO of Retirement Strategies and Solutions, where he works with his dynamic duo, Nancy Blumenthal, wife and Vice President of Operations. Together they make an amazing team, helping pre- and post-retirees grow, protect and secure their financial futures. Presently, Retirement Strategies and Solutions generates more than 20 million dollars in annual sales.
Vice President of Operations
Nancy Blumenthal has an intimate knowledge of the credit and financial industry. Nancy’s role as the VP of Operations of Retirement Strategies and Solutions was shaped by her talents and passions as well as the success of their practice. Partnering with her husband, Jamie, they started a firm specializing in helping clients who want to protect their investments as they transition into retirement. She quickly got her Insurance license for life and health. With Nancy’s excellent presentation and communication skills to impact decisions, service clients and close sales, the company has grown rapidly.
Nancy started her professional career after graduating with honors from Georgia State University, with a BBA in Accounting and Marketing. Her experience began at a major retailer, Macy’s, where she specialized in managing large staffing crews and designed an automated new accounts credit system with a CPU link to all credit bureaus which featured a built in fraud system that had never been created before. Nancy left the retailer to become the VP of Marketing for Magnum Communications, which developed the new accounts credit system together with her. While in this role, Nancy discovered her real talent; talking with people and making sure they felt as if they were the only ones that were important and they knew that their satisfaction was of primary importance.
Nick Stovall, CPA / PFSSM, CGMA, MBA
Owner, president and chief tax strategist of Stovall and Associates, Ltd.
Nick Stovall is at the forefront in accounting; strategic financial planning; business, IRA and technical taxation; tax law and policy; and investing. With extensive knowledge of the financial services industry and a solid understanding of the complex demands of diverse business settings, his experience provides invaluable perspective into the intricate relationship between tax and business issues.
Stovall founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.
He earned the Masters of Business Administration in Accounting and a Bachelor of Science in Finance from the University of St. Thomas where he graduated with distinction. In addition, he attended Carlson School of Management at the University of Minnesota for the Masters of Business Taxation. Nick also holds his series 27, 7 and 66, as well as his life and health license. In addition, Stovall recently just published his first book, “Retirement Income an Owner’s Manual.”
Stovall remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). He is a member of Ed Slott’s Elite IRA Advisor Group.
As a Plano and Grapevine based Retirement Planning Company, Retirement Strategies and Solutions consults with families and businesses across the Dallas – Fort Worth Metroplex and throughout Texas to implement innovative financial strategies, solutions and strategic planning that results in financial clarity, security and overall financial health. Our book Retire The Right Way with the Dynamic Duo is a great tool for understanding some of the best financial and Retirement Planning options available. We are financial and Early Retirement Specialists offering Retirement Planning Solutions, including Social Security Maximization, Legacy Planning and Retirement Tax Planning strategies.