Redd Sessions

Redd Sessions Retirement Income Specialist Book a Call About Me Redd Sessions is a driven, self-taught professional with a diverse background that gives him a well-rounded perspective on financial planning. His experience in engineering instilled a strong foundation of integrity and hard work, while his time in pharmaceutical sales deepened his appreciation for the role […]

Matthew Swinford

Matthew Swinford Retirement Income Specialist Book a Call About Me Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences. When fatherhood called louder than the late nights and weekends, he left the […]

Marcus Washington

Marcus Washington Retirement Income Specialist Book a Call About Me I’m Marcus, and I’m thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor’s of Science, and for several years, I’ve been deeply involved in the Financial Service Industry. Specifically, my focus […]

Rick White

Rick White Retirement Income Specialist Book a Call About Me Rick is a nationally recognized author, educator and consultant. He is a National Social Security Advisor Certificate Holder, a Certified Trust and Estate Specialist™ Certified Tax Specialist™ (Designate) Certified Income Specialist™ (Designate) Contact Details: 615-560-8207 rick@patriotwealthnc.com North Carolina and Tennessee Licensed Advisor For: Areas of […]

For educational and informational purposes only. Tax-Free Trust Plan does not provide tax, legal, accounting, investment, or financial advice.

Menu

Tax-Free Trust Plan is a marketing website designed to educate consumers. It does not make product recommendations. Prospects who opt-in for more information may be referred to a state-licensed insurance agent who has paid a fee to receive the referral information. These independent agents are not employees of Tax-Free Trust Plan and may recommend products over which Tax-Free Trust Plan has no control
All research, case studies, charts, and related content (“website content”) strictly refer to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.
Tax-Free Trust Plan advertisements may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to theclaims-paying ability of the underwriting insurance company.
Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future performance. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs.
This advertisement is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer.
Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.
For additional information, please review the Terms of Use and Important Disclaimers on this website.
© 2026 Tax-Free Trust Plan™. All Rights Reserved.