Immediate Annuity & Term Life Solutions

Our Experience

A fee-only NAPFA-registered member since 1996, Bryan Clontz, CFP, CLU, ChFC, AEP, CAP has a B.S. in Business Administration from the College of Charleston, a M.S. in Risk Management and Insurance from Georgia State University and a M.S. in Financial Services from The American College.  From 2000-2005, he was on the faculty in Georgia State University’s Department of Risk Management & Insurance where he taught graduate-level personal financial planning and life insurance. 

He has written more than a dozen published articles, co-authored a chapter in an international insurance textbook and has served as an expert witness related to charitable gift annuities.  He has a particular expertise in advanced charitable tax and estate planning.

Kim Clontz started her insurance practice solely supporting fee-only NAPFA planners in 2003.  She previously served in various public relations capacities with an advertising agency and various non-profit hospitals.  Her last position was as Public Relations Manager for Shepherd Center.  She earned a B.S. in Business Administration from the College of Charleston.