Purse Strings Approved Professionals

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Star 23
Financial Advisor, Financial Planner, Life Insurance Specialist, Long-Term Care Specialist, and Retirement Coach / Advisor
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Al Gonzalez, MBA, CPFA

Wealth Advisor, AG Wealth Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
6 of my top 10 clients are women.  They range from life experiences being widowed, single business owner, retired professor, and retired successful business person Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views Read more...
SPECIALTIES.
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dripping Springs
Dripping Springs
Texas
78620
United States
SERVING:
AZ,FL,IL,LA,NC,NJ,TX
Virtual Appointments Available
Eric Blake Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Eric Blake, CFP®

Founder and Lead Financial Planner, Blake Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
COMPLIANCE DISCLAIMER
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
SERVING:
All 50 States
Virtual Appointments Available