Paul Grant Truesdell, J.D., AIF
Paul Grant Truesdell, J.D., AIF, CLU, ChFC, RFC, is a financial adviser, broker and consultant who is the owner of Truesdell Consulting, Inc. and the creator of The CAMELOT™ Process. CAMELOT™ involves the coaching, analysis, management and education of wealth through logical, organized and technologically efficient and effective processes and procedures. CAMELOT™ is the blueprint that is utilized throughout the practice. Mr. Truesdell's core and related asset management (CAM/RAM) approach to the accumulation, conservation and distribution of qualified or non-qualified, insured or uninsured, individual and investment company assets through True Wealth Tracker™ is a true blend of tradition and innovation. Paul is also provides litigation support for individual and class actions involving economic, insurance and securities fraud and suitability. Securities and Investment Advisory Services are offered through Titan Securities, Inc. of Dallas, Texas. Member FINRA/SIPC.
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Kellean K. Truesdell, J.D., LL.M.
Kellean Kai Truesdell, J.D., LL.M. is a practicing Attorney & Counselor at Law in the State of Florida. Attorney Truesdell's practice is limited to Estate Planning, Elder Law, Medicaid Planning, Life Care Planning, Asset Protection Planning, Long-Term Care Planning, Federal Transfer Tax Planning and Probate & Trust Administration. Attorney Truesdell is a member of the Florida Bar, the Real Property, Probate and Trust Division and the Elder Law Division. Mrs. Truesdell's Masters Degree in Law (LL.M.) is from the University of Miami School of Law in Estate Planning. Attorney Truesdell has drafted thousands of revocable and irrevocable trusts, basic to complex wills, living wills, health care and financial powers of attorney for thousands of individuals and couples throughout Florida. The Truesdell Living Will and the Truesdell Uniform Medical Status Information Release (UMSIR) are two examples of the compassionate professionalism that distinguishes Kellean from others.
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