Suburban Life - Bucks/Princeton - Issue #11 (November 2021)

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SL_George McReynolds Profile_1121FINAL.qxp_Layout 1 12 / 1 / 21 3 : 38 PM Page 2 A sought - after speaker , McReynolds recently shared the stage with Nigel Farage , a former leader of the Brexit movement , and discussed the origins and impact of COVID - 19 at the London Stock Exchange . He also spoke to an audience at Oxford University about goal setting and visualization . point is that there are simple , proven things retired surgeon Vicki Rackner , M.D . , FACS . His process , outlined in a video at you can do to put you on a clear path to McReynoldssees himself as an educator www.wealthcareplan.com , combines a num - successful outcomes . For each quote there’s first and foremost . Whether he’s lecturing ber of “ proven and proactive strategies ” to a journal exercise , so over the course of 90 to a crowd or having a face - to - face meeting balancea client’s need for income and growth days , the book will help people form a with a client , McReynolds strives to offer with the need for safety and stability . He positive attitude and belief about life and simple , straightforward solutions so people does everything in his power to help clients wealth . ” can make more informed decisions about not only achieve their goals for the future , Today , McReynolds leads three veteran - the future . but also make sure they enjoy the journey , owned companies : Protective Wealthcare , When he brings on a new client , he before , during , and after retirement . Personal Tax Service LLC , and Just Abundance starts by learning about a client’s goals As McReynolds says , “ Nothing happens Media LLC . He also ranks among the indus - beyond dollars and cents , and then estab - suddenly when you’re paying attention . ? try’s most sought - after experts on wealth , lishing a personal and strategic plan for fi - Everything is a surprise when you’re not . ” personal development , and related topics , nancial success . While a typical Protective both at home and abroad . This year , for ex - Wealthcareclient has wealth in the $ 1 million McReynolds designed his ample , his travels included a speaking tour to $ 5 million range , he recently unveiled a simple - to - under - of the U.K . , where he outlined the topic of monthly subscription - based program for stand process — his forthcoming book , Borrowed Time : De - thosewho need financial advice beyond in - concept , design , details — to help mographics and the Coming Financial Storm . vesting such as debt management or em - clients make easy He had the opportunity to share the stage ployer benefits . decisions for tax with Nigel Farage , a former leader of the He designed his simple - to - understand savings . Brexit movement and prior member of the process — concept , design , details — to help European Parliament , and discussed the ori - clients make easy decisions for tax savings . gins and impact of COVID - 19 at the London Few people understand they could lose half GeorgeMcReynolds , CFP ® , RFC ® Stock Exchange . He also spoke at Oxford oftheir retirement assets to taxes . He suggests ProtectiveWealthcare University about goal setting and visualization , many people start at the wrong place by PersonalTax Service LLC a process he has used to “ level up ” his life tryingto reduce taxes at tax prep time : getting Just Abundance Media LLC on several occasions . the right numbers in the right box on the With every speaking opportunity , right forms by the right date . “ It’s basically fi - 1816 West Point Pike , Suite 129 McReynolds likes to use tangible , easy - to - nancial history at that point , ” he says . Lansdale , PA 19446 understand concepts to explain far - reaching In addition to his comprehensive tax - ( 215 ) 699 - 1050 topics . At Churchill College at Cambridge planningservices , he conducts a web Master www.protectivewealthcare.com University , for example , he described the Classcalled “ Defuse the Bomb , ” which illus - www.justabundance.com life - changing revelation he experienced trates in detail how taxes change throughout www.defusethebomb.com during a day “ above the clouds ” with a different stages of retirement , which , in turn , www.wealthcareplan.com mountain climbing school in the German can affect an individual’s financial interests . Investment Advisor Representative Cambridge Investment Alps ; he used that experience to confront Hiswebsite www.defusethebomb.com offers Research Advisors , Inc . , a Registered Investment Advisor . Registered Principal . Securities o?ered through Cambridge his fears and overcome obstacles . At The a free guide to help pre - retirees make the Investment Research , Inc . , a broker - dealer , member Royal Society of Medicine , he spoke about “ right ” decisions now to accommodate a FINRA / SIPC . Cambridge is not a?liated with Protective Wealthcare , Personal Tax Service , LLC or Just Abundance the all - too - common financial mistakes comfortable retirement later . Media , LLC . Advanced Level Tax Planning , Income Tax made by members of the medical com - He takes a similar approach to investing Preparation , Life Coaching & Time Management Consulting munity ; he covered the same topic in the toeliminate the chaos of the 24 / 7 news cycle . Services , and Fixed Insurance Products and Services are separate and unrelated to Cambridge . Cambridge does foreword and afterword he wrote for 9 Too often , he says , people let the news of not o?er tax advice . Money Mistakes that Doctors Make from theday affect their long - term financial plans . SUBURBANLIFEMAGAZINE.COM NOVEMBER 2021 | 55

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SL_PROFILE_Sean_Grevy_1121_Layout 1 12 / 1 / 21 2 : 39 PM Page 1 D PROFILE Whether he’s negotiating major media deals on behalf of clients or creating opportunities for underserved hockey players , Sean Grevy never stops fighting . IN THE playing on hockey teams by age 5 . The sport proved to be “ a good fit ” for his energetic personality . Grevy never forgot the sacrifices his parents made to keep him on the ice — the early morning practices , the long road trips , the pennies they scraped together to fund his passion . His sole mission became to compete at the highest level . Although not the biggest player on the ice , his blend of skill , hard work , and abrasive playing style placed him in an elite class . “ I was a good hockey player , but I also looked for other ways to stand out , ” he says . “ I did what I had to do to make an impression on my coaches and teammates . ” ZONE The sport gave him a lot , but its rough - and - tumble nature also took a toll on his body . He suffered nine concussions . He lost five by B I L L D O N A H U E p h o to g ra p hy by A L I S O N D U N L A P | teeth . Hesevered an Achilles tendon . In a bit of serendipity , his penchant for hard work had pushed him to begin a career in advertising — as a 16 - year - old — giving him something alk to Sean G . Grevy Jr . for five minutes , and several words will else at which to excel . At one point he had to make a difficult choice likely spring to mind : driven , loyal , hardworking , and , above all , between a roster spot on a professional ECHL team , or a potentially Tfighter . The last descriptor applies to his competitive nature , the lucrative marketing position with Z100 in New York . He chose the scrappiness he used to build his business from the ground up , and latter , thereby sending him down a long and winding road filled with his eagerness to protect those closest to him — namely , his family , success mixed with a fair dose of struggle and hardship . hisclients , and the underprivileged individuals served by the nonprofit Today , as the founder and CEO of 43 OAK , Grevy uses the qualities foundationhe brought to life . that made him a leader on the ice — assertiveness , resourcefulness , “ Icome from humble beginnings , and I’ve never forgotten that , ” and tenacity — to help a growing list of clients build their businesses . says Grevy , 32 , who traces his roots to Philadelphia’s East Oak Lane Billed as “ a disruptive agency , ” 43 OAK specializes in media planning neighborhood . “ I’ve also been humbled a few times along the way , and buying , including TV , radio , billboard , print , and streaming and those lessons of humility help me focus on what’s important . ” services , as well as consumer outreach through social media , public Grevyhas also been guided by his lifelong love of ice hockey . His relations , and guerilla marketing . parents had him in skates by the time he turned 2 years old , and SUBURBANLIFEMAGAZINE.COM NOVEMBER 2021 56 |

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